+38.2%
VIK vs RY
+45.9%
-7.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +3.5% |
| 7D | +3.6% | +2.7% | +0.9% | +0.2% |
| 30D | -16.7% | -1.0% | -15.8% | -15.7% |
| 3M | -1.1% | +7.6% | -8.7% | -10.8% |
| 6M | +27.8% | +29.5% | -1.6% | -10.2% |
| YTD | +23.3% | +24.2% | -0.8% | -10.8% |
| 1Y | +38.2% | +46.4% | -8.2% | -16.9% |
| All | +38.2% | +45.9% | -7.8% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling