+36.0%
VIK vs RUN
-46.2%
+82.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -3.0% | +1.3% | -4.3% | -3.2% |
| 30D | -20.7% | -15.3% | -5.5% | -19.4% |
| 3M | -4.6% | -40.0% | +35.4% | +0.9% |
| 6M | +14.0% | -27.0% | +40.9% | +17.6% |
| YTD | +20.2% | -51.7% | +71.9% | +26.3% |
| 1Y | +36.0% | -45.9% | +81.9% | +43.5% |
| All | +36.0% | -46.2% | +82.2% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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