+50.0%
VIK vs REPL
+147.5%
-97.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.4% | +8.7% | +2.3% |
| 7D | -1.2% | +5.3% | -6.5% | -1.2% |
| 30D | +11.5% | +66.6% | -55.1% | +11.2% |
| 3M | -11.3% | +59.6% | -70.9% | -11.5% |
| 6M | +11.3% | +482.4% | -471.0% | +10.7% |
| YTD | +26.1% | +124.1% | -98.0% | +24.9% |
| 1Y | +50.0% | +138.6% | -88.6% | +47.8% |
| All | +50.0% | +147.5% | -97.5% | +47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling