+79.6%
TRV vs VIK
+221.3%
-141.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +0.7% |
| 7D | -1.5% | -1.8% | +0.4% | -1.3% |
| 30D | -1.8% | -17.3% | +15.5% | +0.2% |
| 3M | +21.6% | -5.1% | +26.6% | +21.9% |
| 6M | +22.5% | +16.2% | +6.3% | +19.2% |
| YTD | +28.1% | +17.6% | +10.5% | +24.2% |
| 1Y | +37.0% | +33.5% | +3.5% | +30.1% |
| All | +79.6% | +221.3% | -141.6% | +57.3% |
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 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