+171.6%
TRGP vs VIK
+225.3%
-53.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.3% |
| 7D | -0.7% | -0.8% | +0.1% | -0.6% |
| 30D | +9.5% | -18.0% | +27.5% | +13.4% |
| 3M | +10.8% | -5.8% | +16.6% | +11.0% |
| 6M | +25.3% | +17.2% | +8.2% | +16.9% |
| YTD | +60.3% | +19.1% | +41.1% | +47.6% |
| 1Y | +84.6% | +33.6% | +50.9% | +62.2% |
| All | +171.6% | +225.3% | -53.7% | +91.6% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling