-5.0%
TRI vs VIK
+16.2%
-21.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.5% |
| 7D | -14.4% | -1.8% | -12.5% | -14.6% |
| 30D | -8.1% | -17.3% | +9.2% | -10.3% |
| 3M | +17.5% | -5.1% | +22.6% | +16.6% |
| 6M | -5.0% | +16.2% | -21.2% | -3.3% |
| All | -5.0% | +16.2% | -21.2% | -3.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling