+228.8%
VIK vs RVTY
+27.4%
+201.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -3.0% | +1.1% | -4.1% | -3.5% |
| 30D | -20.7% | +13.2% | -34.0% | -24.6% |
| 3M | -4.6% | +27.2% | -31.9% | -13.9% |
| 6M | +14.0% | +32.4% | -18.4% | +0.3% |
| YTD | +20.2% | +34.9% | -14.7% | +4.2% |
| 1Y | +36.0% | +52.4% | -16.4% | +11.9% |
| All | +228.8% | +27.4% | +201.3% | +197.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling