-31.7%
TRI vs VIK
+225.1%
-256.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.6% |
| 7D | -7.9% | -0.9% | -7.0% | -7.8% |
| 30D | -4.5% | -18.4% | +13.9% | -2.9% |
| 3M | +22.1% | -8.8% | +30.9% | +22.6% |
| 6M | -2.8% | +17.1% | -19.9% | -5.8% |
| YTD | -23.4% | +19.0% | -42.5% | -25.9% |
| 1Y | -41.5% | +30.1% | -71.7% | -44.3% |
| All | -31.7% | +225.1% | -256.8% | -44.4% |
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