+237.5%
VIK vs RUN
-10.8%
+248.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | +2.3% |
| 7D | +3.6% | +10.2% | -6.6% | +2.8% |
| 30D | -16.7% | -9.6% | -7.1% | -16.2% |
| 3M | -1.1% | -31.5% | +30.4% | +1.5% |
| 6M | +27.8% | -18.7% | +46.5% | +29.4% |
| YTD | +23.3% | -49.9% | +73.2% | +27.9% |
| 1Y | +38.2% | -45.5% | +83.7% | +41.8% |
| All | +237.5% | -10.8% | +248.3% | +195.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling