+37.2%
PLD vs VIK
+243.7%
-206.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.2% |
| 7D | +1.3% | +2.7% | -1.4% | +0.7% |
| 30D | -1.4% | +8.8% | -10.2% | -3.3% |
| 3M | -8.2% | -15.3% | +7.1% | -5.0% |
| 6M | -8.0% | +9.4% | -17.4% | -10.9% |
| YTD | +3.2% | +25.9% | -22.7% | -4.3% |
| 1Y | +7.0% | +51.0% | -44.0% | -5.5% |
| All | +37.2% | +243.7% | -206.5% | -1.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling