+59.7%
VIK vs RRX
+30.0%
+29.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.6% | +9.8% | +7.2% |
| 7D | +5.4% | +7.6% | -2.2% | +2.7% |
| 30D | +12.5% | +7.5% | +5.0% | +9.5% |
| 3M | -15.2% | -21.0% | +5.8% | -9.6% |
| 6M | +15.4% | -18.1% | +33.5% | +19.2% |
| YTD | +27.7% | +24.3% | +3.4% | +12.9% |
| 1Y | +59.7% | +29.3% | +30.4% | +38.6% |
| All | +59.7% | +30.0% | +29.7% | +38.6% |
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