+240.5%
VIK vs FGI
+57.4%
+183.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.2% | -7.5% | -1.4% |
| 7D | +3.2% | +13.5% | -10.4% | +3.0% |
| 30D | +8.2% | +17.1% | -8.9% | +8.0% |
| 3M | -14.7% | +78.0% | -92.7% | -15.5% |
| 6M | +10.3% | +46.4% | -36.2% | +9.3% |
| YTD | +24.5% | +47.7% | -23.3% | +23.2% |
| 1Y | +45.7% | +56.8% | -11.1% | +44.3% |
| All | +240.5% | +57.4% | +183.2% | +238.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling