-16.7%
TRI vs VIK
+55.4%
-72.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.2% | +0.2% | +6.4% |
| 7D | +1.0% | +5.4% | -4.4% | +0.9% |
| 30D | +20.8% | +12.5% | +8.2% | +20.9% |
| 3M | +8.1% | -15.2% | +23.3% | +7.9% |
| 6M | +24.2% | +15.4% | +8.8% | +22.8% |
| YTD | -7.8% | +27.7% | -35.4% | -8.8% |
| 1Y | -16.7% | +59.7% | -76.4% | -20.7% |
| All | -16.7% | +55.4% | -72.1% | -20.7% |
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