+225.7%
VIK vs RRX
+2.8%
+222.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.7% | -2.5% | -0.2% |
| 7D | -0.9% | -0.3% | -0.6% | -0.8% |
| 30D | -18.4% | -6.1% | -12.3% | -16.5% |
| 3M | -8.8% | -23.1% | +14.3% | -1.2% |
| 6M | +17.1% | -19.5% | +36.7% | +23.1% |
| YTD | +19.0% | +16.1% | +3.0% | +6.5% |
| 1Y | +30.1% | +12.9% | +17.2% | +16.8% |
| All | +225.7% | +2.8% | +222.9% | +179.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling