+51.0%
VIK vs CRL
+99.6%
-48.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.3% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | +8.8% | +11.9% | -3.1% | +5.0% |
| 3M | -15.3% | +20.2% | -35.5% | -20.1% |
| 6M | +9.4% | +107.5% | -98.2% | -15.4% |
| YTD | +25.9% | +69.4% | -43.6% | +2.7% |
| 1Y | +51.0% | +99.7% | -48.7% | +11.4% |
| All | +51.0% | +99.6% | -48.6% | +11.4% |
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