+245.1%
VIK vs CRL
+49.1%
+195.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.2% | +2.5% |
| 7D | -1.2% | +5.0% | -6.2% | -2.5% |
| 30D | +11.5% | +13.5% | -2.0% | +7.3% |
| 3M | -11.3% | +21.5% | -32.8% | -16.5% |
| 6M | +11.3% | +103.4% | -92.1% | -10.3% |
| YTD | +26.1% | +71.8% | -45.7% | +5.7% |
| 1Y | +50.0% | +97.5% | -47.5% | +21.0% |
| All | +245.1% | +49.1% | +195.9% | +195.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling