+237.5%
VIK vs RRC
+19.6%
+217.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +3.6% | -1.2% | +4.8% | +3.8% |
| 30D | -16.7% | +9.4% | -26.2% | -18.1% |
| 3M | -1.1% | +7.4% | -8.5% | -2.5% |
| 6M | +27.8% | +1.5% | +26.4% | +26.1% |
| YTD | +23.3% | +19.4% | +3.9% | +15.1% |
| 1Y | +38.2% | +24.2% | +14.0% | +25.0% |
| All | +237.5% | +19.6% | +217.9% | +197.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling