+36.0%
VIK vs GPC
+0.2%
+35.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | -0.1% | +0.2% |
| 7D | -3.0% | +0.4% | -3.5% | -3.1% |
| 30D | -20.7% | +5.1% | -25.9% | -21.6% |
| 3M | -4.6% | +41.5% | -46.2% | -13.3% |
| 6M | +14.0% | +21.8% | -7.8% | +5.3% |
| YTD | +20.2% | +14.6% | +5.6% | +5.2% |
| 1Y | +36.0% | +1.3% | +34.8% | +27.8% |
| All | +36.0% | +0.2% | +35.8% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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