+45.4%
THC vs VIK
+47.3%
-1.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | +1.0% | +2.7% | -1.8% | +0.4% |
| 30D | +5.3% | +8.8% | -3.5% | +3.5% |
| 3M | +7.1% | -15.3% | +22.4% | +10.2% |
| 6M | +46.0% | +9.4% | +36.7% | +43.1% |
| YTD | +43.9% | +25.9% | +18.1% | +37.4% |
| 1Y | +45.4% | +51.0% | -5.5% | +35.9% |
| All | +45.4% | +47.3% | -1.8% | +35.9% |
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