+235.2%
VIK vs RACE
+1.5%
+233.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.1% |
| 7D | 0.0% | +5.1% | -5.1% | -1.6% |
| 30D | +7.7% | +7.7% | 0.0% | +5.0% |
| 3M | -17.6% | +2.2% | -19.8% | -18.4% |
| 6M | +1.7% | +23.8% | -22.1% | -6.4% |
| YTD | +22.5% | +13.9% | +8.6% | +15.4% |
| 1Y | +52.6% | +3.8% | +48.9% | +47.7% |
| All | +235.2% | +1.5% | +233.7% | +214.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling