+20.5%
PFE vs VIK
+236.8%
-216.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -5.0% | -2.6% |
| 7D | -2.7% | +3.6% | -6.2% | -3.0% |
| 30D | +3.8% | -16.7% | +20.6% | +5.7% |
| 3M | +10.4% | -1.1% | +11.4% | +10.1% |
| 6M | +6.3% | +27.8% | -21.6% | +2.6% |
| YTD | +17.4% | +23.3% | -6.0% | +13.6% |
| 1Y | +21.1% | +38.2% | -17.1% | +15.8% |
| All | +20.5% | +236.8% | -216.3% | +6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling