+67.2%
PBR vs VIK
+221.3%
-154.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.2% |
| 7D | +4.2% | -1.8% | +6.1% | +4.3% |
| 30D | +22.7% | -17.3% | +40.0% | +23.9% |
| 3M | +21.5% | -5.1% | +26.6% | +21.4% |
| 6M | +24.0% | +16.2% | +7.8% | +20.8% |
| YTD | +88.2% | +17.6% | +70.6% | +82.1% |
| 1Y | +74.8% | +33.5% | +41.3% | +64.8% |
| All | +67.2% | +221.3% | -154.0% | +32.9% |
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