+237.5%
VIK vs HRB
+6.0%
+231.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.5% | +9.1% | +2.8% |
| 7D | +3.6% | -9.1% | +12.6% | +3.9% |
| 30D | -16.7% | +0.3% | -17.0% | -17.0% |
| 3M | -1.1% | +23.4% | -24.5% | -2.3% |
| 6M | +27.8% | +45.1% | -17.3% | +25.1% |
| YTD | +23.3% | +8.9% | +14.5% | +27.0% |
| 1Y | +38.2% | -7.9% | +46.1% | +46.5% |
| All | +237.5% | +6.0% | +231.5% | +273.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling