0.0%
PPL vs VIK
+47.9%
-47.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | +4.2% | +6.8% | -2.6% | +4.3% |
| 3M | +1.5% | -17.6% | +19.1% | +1.1% |
| 6M | +1.0% | +5.4% | -4.4% | +1.4% |
| YTD | +4.4% | +22.1% | -17.7% | +5.7% |
| All | 0.0% | +47.9% | -47.9% | +2.3% |
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