+237.4%
VIK vs RBA
+37.0%
+200.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | +2.6% | +3.2% | -0.6% | +1.3% |
| 30D | +7.9% | +12.0% | -4.1% | +2.6% |
| 3M | -15.2% | +2.9% | -18.0% | -16.4% |
| 6M | +6.5% | -6.3% | +12.8% | +7.5% |
| YTD | +23.3% | -5.9% | +29.2% | +23.1% |
| 1Y | +47.7% | -3.9% | +51.6% | +45.7% |
| All | +237.4% | +37.0% | +200.5% | +196.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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