+51.0%
VIK vs RY
+38.8%
+12.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.3% |
| 7D | +2.7% | +0.6% | +2.2% | +2.0% |
| 30D | +8.8% | +5.0% | +3.8% | +3.2% |
| 3M | -15.3% | -5.3% | -10.0% | -9.3% |
| 6M | +9.4% | +13.8% | -4.5% | -9.6% |
| YTD | +25.9% | +21.0% | +4.9% | -7.2% |
| 1Y | +51.0% | +40.5% | +10.5% | +1.4% |
| All | +51.0% | +38.8% | +12.2% | +1.4% |
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