+225.9%
VIK vs BTG
+129.3%
+96.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -3.6% |
| 7D | -0.8% | +2.4% | -3.2% | -1.2% |
| 30D | -18.0% | +9.5% | -27.5% | -19.1% |
| 3M | -5.8% | +38.5% | -44.3% | -10.7% |
| 6M | +17.2% | +5.6% | +11.5% | +14.7% |
| YTD | +19.1% | +23.9% | -4.8% | +13.4% |
| 1Y | +33.6% | +32.1% | +1.5% | +24.7% |
| All | +225.9% | +129.3% | +96.6% | +172.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling