+225.7%
VIK vs HRB
+4.2%
+221.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.2% |
| 7D | -0.9% | -8.0% | +7.1% | -0.7% |
| 30D | -18.4% | -16.0% | -2.4% | -17.9% |
| 3M | -8.8% | +26.9% | -35.6% | -10.1% |
| 6M | +17.1% | +51.1% | -34.0% | +13.7% |
| YTD | +19.0% | +7.1% | +12.0% | +22.6% |
| 1Y | +30.1% | -9.6% | +39.8% | +38.2% |
| All | +225.7% | +4.2% | +221.5% | +260.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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