+36.0%
VIK vs RRX
+14.9%
+21.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -3.0% | +3.4% | -6.5% | -4.1% |
| 30D | -20.7% | -11.1% | -9.6% | -17.8% |
| 3M | -4.6% | -23.7% | +19.1% | +2.0% |
| 6M | +14.0% | -22.0% | +36.0% | +17.7% |
| YTD | +20.2% | +16.5% | +3.7% | +10.2% |
| 1Y | +36.0% | +11.5% | +24.5% | +24.5% |
| All | +36.0% | +14.9% | +21.1% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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