+225.9%
VIK vs REPL
+127.2%
+98.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.3% | -3.4% |
| 7D | -0.8% | -9.6% | +8.8% | -0.7% |
| 30D | -18.0% | +5.7% | -23.8% | -18.1% |
| 3M | -5.8% | +56.4% | -62.2% | -6.4% |
| 6M | +17.2% | +67.4% | -50.3% | +15.1% |
| YTD | +19.1% | +48.7% | -29.5% | +17.2% |
| 1Y | +33.6% | +148.3% | -114.6% | +29.6% |
| All | +225.9% | +127.2% | +98.7% | +223.7% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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