+33.5%
VIK vs RRC
+24.3%
+9.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.6% | -1.2% |
| 7D | -1.8% | -1.2% | -0.7% | -2.2% |
| 30D | -17.3% | +3.0% | -20.2% | -16.5% |
| 3M | -5.1% | +7.3% | -12.3% | -2.9% |
| 6M | +16.2% | +3.6% | +12.6% | +17.1% |
| YTD | +17.6% | +19.4% | -1.7% | +19.2% |
| 1Y | +33.5% | +21.4% | +12.1% | +40.4% |
| All | +33.5% | +24.3% | +9.2% | +40.4% |
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