+26.9%
PSA vs VIK
+228.1%
-201.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -3.7% | -3.0% | -0.6% | -3.3% |
| 30D | -7.7% | -20.7% | +13.0% | -5.1% |
| 3M | -0.6% | -4.6% | +4.0% | -0.3% |
| 6M | -0.9% | +14.0% | -14.9% | -3.2% |
| YTD | +18.7% | +20.2% | -1.5% | +15.1% |
| 1Y | +7.6% | +36.0% | -28.4% | +2.8% |
| All | +26.9% | +228.1% | -201.2% | +8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling