+225.7%
VIK vs BTG
+123.5%
+102.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.1% |
| 7D | -0.9% | -3.8% | +2.8% | -0.5% |
| 30D | -18.4% | +3.6% | -22.0% | -18.9% |
| 3M | -8.8% | +32.0% | -40.8% | -12.9% |
| 6M | +17.1% | +3.4% | +13.8% | +15.0% |
| YTD | +19.0% | +20.8% | -1.7% | +13.7% |
| 1Y | +30.1% | +22.4% | +7.7% | +22.7% |
| All | +225.7% | +123.5% | +102.2% | +173.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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