-5.1%
PCG vs VIK
+37.7%
-42.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.2% | +2.4% |
| 7D | -13.9% | -3.0% | -10.8% | -13.5% |
| 30D | -16.9% | -20.7% | +3.9% | -15.5% |
| 3M | -14.7% | -4.6% | -10.1% | -14.5% |
| 6M | -23.8% | +14.0% | -37.8% | -25.3% |
| YTD | -10.5% | +20.2% | -30.7% | -12.5% |
| 1Y | -5.1% | +36.0% | -41.1% | -7.3% |
| All | -5.1% | +37.7% | -42.8% | -7.3% |
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