-19.4%
PCG vs VIK
+47.3%
-66.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +2.0% |
| 7D | +2.2% | +2.7% | -0.6% | +1.8% |
| 30D | +0.8% | +8.8% | -8.0% | -0.2% |
| 3M | -23.8% | -15.3% | -8.5% | -23.3% |
| 6M | -19.6% | +9.4% | -29.0% | -20.5% |
| YTD | -16.7% | +25.9% | -42.6% | -18.9% |
| 1Y | -19.4% | +51.0% | -70.4% | -18.6% |
| All | -19.4% | +47.3% | -66.7% | -18.6% |
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