+228.8%
VIK vs REPL
+136.5%
+92.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.3% |
| 7D | -3.0% | -3.0% | -0.1% | -3.0% |
| 30D | -20.7% | +27.1% | -47.9% | -20.9% |
| 3M | -4.6% | +52.4% | -57.0% | -5.2% |
| 6M | +14.0% | +107.4% | -93.5% | +11.7% |
| YTD | +20.2% | +54.7% | -34.6% | +18.1% |
| 1Y | +36.0% | +158.9% | -122.9% | +31.9% |
| All | +228.8% | +136.5% | +92.3% | +226.4% |
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