+28.0%
PCAR vs VIK
+33.4%
-5.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.4% |
| 7D | -0.2% | -0.8% | +0.6% | 0.0% |
| 30D | -6.9% | -18.0% | +11.2% | -2.2% |
| 3M | +2.1% | -5.8% | +7.9% | +3.0% |
| 6M | +1.6% | +17.2% | -15.6% | -3.9% |
| YTD | +12.2% | +19.1% | -6.9% | +4.9% |
| 1Y | +28.0% | +33.6% | -5.6% | +14.1% |
| All | +28.0% | +33.4% | -5.4% | +14.1% |
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