+443.0%
BTSG vs VIK
+221.3%
+221.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.2% | -5.4% | -6.1% |
| 7D | -5.8% | -1.8% | -3.9% | -5.1% |
| 30D | 0.0% | -17.3% | +17.3% | +7.1% |
| 3M | -4.5% | -5.1% | +0.6% | -3.1% |
| 6M | +40.0% | +16.2% | +23.8% | +29.3% |
| YTD | +54.6% | +17.6% | +36.9% | +41.3% |
| 1Y | +106.1% | +33.5% | +72.6% | +78.2% |
| All | +443.0% | +221.3% | +221.7% | +244.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 3y: compounded portfolio wealth divided by compounded VIK 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…
3y analysis · Full analysis span regression · 6 months rolling