+30.1%
VIK vs CRL
+80.5%
-50.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -19.2% |
| 6M | +17.1% | +64.7% | -47.6% | -0.6% |
| YTD | +19.0% | +39.5% | -20.4% | +5.1% |
| 1Y | +30.1% | +74.2% | -44.1% | +9.5% |
| All | +30.1% | +80.5% | -50.4% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling