+225.7%
VIK vs RUN
-17.2%
+242.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.3% |
| 7D | -0.9% | -3.7% | +2.8% | -0.6% |
| 30D | -18.4% | -13.0% | -5.4% | -17.6% |
| 3M | -8.8% | -31.8% | +23.0% | -6.3% |
| 6M | +17.1% | -32.2% | +49.4% | +20.2% |
| YTD | +19.0% | -53.5% | +72.5% | +24.1% |
| 1Y | +30.1% | -46.5% | +76.7% | +33.9% |
| All | +225.7% | -17.2% | +242.9% | +186.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling