+234.0%
VIK vs REPL
+250.0%
-16.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.3% | -0.4% |
| 7D | +0.1% | +14.2% | -14.1% | 0.0% |
| 30D | +6.8% | +65.9% | -59.1% | +6.2% |
| 3M | -17.6% | +84.6% | -102.2% | -18.1% |
| 6M | +5.4% | +446.9% | -441.5% | +3.0% |
| YTD | +22.1% | +129.0% | -106.9% | +19.5% |
| 1Y | +49.3% | +167.9% | -118.6% | +45.8% |
| All | +234.0% | +250.0% | -16.0% | +230.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling