+23.8%
PSA vs VIK
+225.3%
-201.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -1.9% |
| 7D | -2.2% | -0.8% | -1.4% | -2.1% |
| 30D | -9.6% | -18.0% | +8.5% | -7.3% |
| 3M | -7.9% | -5.8% | -2.1% | -7.5% |
| 6M | -2.0% | +17.2% | -19.2% | -4.4% |
| YTD | +15.7% | +19.1% | -3.4% | +12.4% |
| 1Y | +5.8% | +33.6% | -27.9% | +1.2% |
| All | +23.8% | +225.3% | -201.5% | +5.8% |
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