+235.2%
VIK vs FGI
+37.6%
+197.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.5% |
| 7D | 0.0% | -7.0% | +7.0% | +0.1% |
| 30D | +7.7% | -4.2% | +11.9% | +7.7% |
| 3M | -17.6% | +55.6% | -73.2% | -18.3% |
| 6M | +1.7% | -3.2% | +4.8% | +1.1% |
| YTD | +22.5% | +29.1% | -6.6% | +21.4% |
| 1Y | +52.6% | +51.0% | +1.7% | +51.4% |
| All | +235.2% | +37.6% | +197.6% | +233.8% |
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