+225.7%
VIK vs CRL
+21.1%
+204.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +0.7% |
| 7D | -0.9% | -3.5% | +2.6% | 0.0% |
| 30D | -18.4% | -2.1% | -16.3% | -18.0% |
| 3M | -8.8% | +48.0% | -56.7% | -18.9% |
| 6M | +17.1% | +64.7% | -47.6% | +0.3% |
| YTD | +19.0% | +39.5% | -20.4% | +6.3% |
| 1Y | +30.1% | +74.2% | -44.1% | +8.8% |
| All | +225.7% | +21.1% | +204.6% | +196.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CRL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling