+59.7%
VIK vs FGI
+38.7%
+21.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.0% | +11.2% | +6.3% |
| 7D | +5.4% | +3.3% | +2.1% | +5.3% |
| 30D | +12.5% | -2.0% | +14.6% | +12.5% |
| 3M | -15.2% | +60.3% | -75.5% | -16.8% |
| 6M | +15.4% | +0.7% | +14.6% | +14.5% |
| YTD | +27.7% | +30.2% | -2.5% | +24.3% |
| 1Y | +59.7% | +44.4% | +15.4% | +50.7% |
| All | +59.7% | +38.7% | +21.0% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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