+225.9%
VIK vs RBA
+15.9%
+210.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.1% |
| 7D | -0.8% | -1.9% | +1.1% | 0.0% |
| 30D | -18.0% | -13.0% | -5.1% | -12.9% |
| 3M | -5.8% | -23.1% | +17.3% | +4.4% |
| 6M | +17.2% | -22.6% | +39.8% | +29.0% |
| YTD | +19.1% | -20.4% | +39.5% | +28.2% |
| 1Y | +33.6% | -29.6% | +63.2% | +53.8% |
| All | +225.9% | +15.9% | +210.1% | +209.1% |
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