+10.6%
PCAR vs VIK
+47.2%
-36.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.3% |
| 7D | +2.1% | +3.2% | -1.1% | +1.3% |
| 30D | -1.2% | +8.2% | -9.4% | -3.3% |
| 3M | -18.6% | -14.7% | -3.9% | -15.5% |
| 6M | -5.1% | +10.3% | -15.3% | -8.6% |
| YTD | -1.8% | +24.5% | -26.2% | -9.5% |
| 1Y | +10.6% | +45.7% | -35.1% | -4.2% |
| All | +10.6% | +47.2% | -36.5% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling