+59.7%
VIK vs RGEN
+19.5%
+40.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | +5.4% | -3.5% | +8.9% | +6.3% |
| 30D | +12.5% | -6.0% | +18.5% | +14.0% |
| 3M | -15.2% | +19.0% | -34.2% | -20.5% |
| 6M | +15.4% | +50.7% | -35.4% | -3.0% |
| YTD | +27.7% | +8.8% | +18.9% | +24.7% |
| 1Y | +59.7% | +21.3% | +38.4% | +46.6% |
| All | +59.7% | +19.5% | +40.2% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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