+225.7%
VIK vs RY
+124.6%
+101.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -0.9% | -2.2% | +1.3% | +1.4% |
| 30D | -18.4% | -3.6% | -14.9% | -15.2% |
| 3M | -8.8% | +3.9% | -12.7% | -12.8% |
| 6M | +17.1% | +26.4% | -9.3% | -8.9% |
| YTD | +19.0% | +22.3% | -3.3% | -4.6% |
| 1Y | +30.1% | +43.7% | -13.6% | -11.0% |
| All | +225.7% | +124.6% | +101.1% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling