+152.7%
THC vs VIK
+244.4%
-91.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.3% | +0.3% |
| 7D | +0.2% | -1.2% | +1.5% | +0.6% |
| 30D | +9.0% | +11.5% | -2.5% | +5.8% |
| 3M | +12.9% | -11.3% | +24.2% | +16.1% |
| 6M | +52.8% | +11.3% | +41.5% | +47.4% |
| YTD | +47.4% | +26.1% | +21.3% | +35.7% |
| 1Y | +47.7% | +50.0% | -2.2% | +28.4% |
| All | +152.7% | +244.4% | -91.7% | +74.8% |
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 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