+83.4%
TRV vs VIK
+225.1%
-141.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +1.9% |
| 7D | +1.9% | -0.9% | +2.9% | +2.0% |
| 30D | +1.7% | -18.4% | +20.1% | +4.0% |
| 3M | +23.9% | -8.8% | +32.7% | +24.9% |
| 6M | +26.3% | +17.1% | +9.1% | +22.8% |
| YTD | +30.8% | +19.0% | +11.8% | +26.6% |
| 1Y | +36.3% | +30.1% | +6.2% | +30.0% |
| All | +83.4% | +225.1% | -141.7% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling