+237.5%
VIK vs AGI
+147.3%
+90.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.1% | +2.8% |
| 7D | +3.6% | +4.4% | -0.8% | +3.0% |
| 30D | -16.7% | +10.0% | -26.7% | -17.8% |
| 3M | -1.1% | +1.7% | -2.8% | -1.8% |
| 6M | +27.8% | -26.8% | +54.6% | +31.8% |
| YTD | +23.3% | -5.3% | +28.7% | +23.3% |
| 1Y | +38.2% | +11.5% | +26.7% | +35.2% |
| All | +237.5% | +147.3% | +90.2% | +185.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling