-4.2%
PCG vs VIK
+33.4%
-37.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.4% | -0.8% | -3.9% |
| 7D | +6.5% | -0.8% | +7.3% | +6.6% |
| 30D | -16.7% | -18.0% | +1.3% | -15.5% |
| 3M | -14.2% | -5.8% | -8.4% | -13.8% |
| 6M | -21.5% | +17.2% | -38.6% | -23.0% |
| YTD | -11.2% | +19.1% | -30.3% | -13.2% |
| 1Y | -4.2% | +33.6% | -37.8% | -6.2% |
| All | -4.2% | +33.4% | -37.6% | -6.2% |
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