+59.7%
VIK vs RRC
+44.7%
+15.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.5% | +9.7% | +5.5% |
| 7D | +5.4% | -6.8% | +12.2% | +4.0% |
| 30D | +12.5% | +34.7% | -22.2% | +21.7% |
| 3M | -15.2% | +31.5% | -46.7% | -8.6% |
| 6M | +15.4% | +21.8% | -6.4% | +22.1% |
| YTD | +27.7% | +48.9% | -21.2% | +35.4% |
| 1Y | +59.7% | +42.1% | +17.6% | +71.0% |
| All | +59.7% | +44.7% | +15.1% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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