+244.3%
VIK vs RUN
-16.5%
+260.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.0% |
| 7D | +2.7% | -13.5% | +16.3% | +3.8% |
| 30D | +8.8% | +18.3% | -9.5% | +7.0% |
| 3M | -15.3% | -12.5% | -2.8% | -14.9% |
| 6M | +9.4% | -40.3% | +49.7% | +13.0% |
| YTD | +25.9% | -53.1% | +78.9% | +30.6% |
| 1Y | +51.0% | -54.3% | +105.3% | +56.7% |
| All | +244.3% | -16.5% | +260.9% | +201.7% |
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