+59.7%
VIK vs AGI
-1.1%
+60.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +10.8% | -4.6% | +4.7% |
| 7D | +5.4% | -5.3% | +10.7% | +5.8% |
| 30D | +12.5% | -7.1% | +19.7% | +13.2% |
| 3M | -15.2% | +4.4% | -19.6% | -16.8% |
| 6M | +15.4% | -23.0% | +38.4% | +18.5% |
| YTD | +27.7% | -22.0% | +49.7% | +30.4% |
| 1Y | +59.7% | +0.3% | +59.4% | +60.6% |
| All | +59.7% | -1.1% | +60.8% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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