+244.3%
VIK vs RACE
+0.3%
+244.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.6% |
| 7D | +2.7% | -1.2% | +3.9% | +3.2% |
| 30D | +8.8% | +6.1% | +2.7% | +6.7% |
| 3M | -15.3% | -0.3% | -15.0% | -15.3% |
| 6M | +9.4% | +23.4% | -14.1% | +0.8% |
| YTD | +25.9% | +12.5% | +13.3% | +19.1% |
| 1Y | +51.0% | -0.5% | +51.5% | +48.0% |
| All | +244.3% | +0.3% | +244.0% | +224.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling