+172.1%
TRGP vs VIK
+221.3%
-49.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -0.6% | -1.8% | +1.3% | -0.2% |
| 30D | +10.0% | -17.3% | +27.2% | +13.7% |
| 3M | +7.6% | -5.1% | +12.7% | +7.5% |
| 6M | +26.8% | +16.2% | +10.6% | +18.4% |
| YTD | +60.6% | +17.6% | +42.9% | +48.2% |
| 1Y | +82.5% | +33.5% | +49.0% | +60.0% |
| All | +172.1% | +221.3% | -49.2% | +92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling