+38.2%
VIK vs RACE
-15.2%
+53.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +3.0% |
| 7D | +3.6% | -1.0% | +4.6% | +3.9% |
| 30D | -16.7% | -1.5% | -15.2% | -16.4% |
| 3M | -1.1% | +15.5% | -16.5% | -6.4% |
| 6M | +27.8% | +17.3% | +10.5% | +19.3% |
| YTD | +23.3% | +11.1% | +12.2% | +15.5% |
| 1Y | +38.2% | -14.3% | +52.5% | +31.5% |
| All | +38.2% | -15.2% | +53.3% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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