+77.9%
TRGP vs VIK
+37.7%
+40.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | +0.8% | -3.0% | +3.8% | +0.6% |
| 30D | +11.5% | -20.7% | +32.2% | +9.8% |
| 3M | +9.0% | -4.6% | +13.6% | +8.2% |
| 6M | +20.5% | +14.0% | +6.5% | +19.4% |
| YTD | +59.5% | +20.2% | +39.4% | +56.6% |
| 1Y | +77.9% | +36.0% | +41.9% | +68.3% |
| All | +77.9% | +37.7% | +40.2% | +68.3% |
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