+244.3%
VIK vs RVTY
+51.1%
+193.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.7% |
| 7D | +2.7% | -0.5% | +3.2% | +2.8% |
| 30D | +8.8% | +1.5% | +7.3% | +7.9% |
| 3M | -15.3% | +31.5% | -46.8% | -24.2% |
| 6M | +9.4% | +62.7% | -53.3% | -10.9% |
| YTD | +25.9% | +60.0% | -34.1% | +1.8% |
| 1Y | +51.0% | +65.7% | -14.7% | +20.5% |
| All | +244.3% | +51.1% | +193.2% | +190.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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