+14.0%
VIK vs RY
+27.2%
-13.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +1.2% |
| 7D | -3.0% | +3.1% | -6.2% | -7.3% |
| 30D | -20.7% | -0.3% | -20.4% | -20.3% |
| 3M | -4.6% | +8.7% | -13.3% | -19.8% |
| 6M | +14.0% | +28.5% | -14.5% | -36.4% |
| All | +14.0% | +27.2% | -13.2% | -36.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling