+59.7%
VIK vs PFG
+46.8%
+12.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.1% | +2.1% | +3.3% |
| 7D | +5.4% | +4.9% | +0.5% | +2.0% |
| 30D | +12.5% | +5.7% | +6.9% | +8.3% |
| 3M | -15.2% | +2.6% | -17.8% | -16.8% |
| 6M | +15.4% | +19.8% | -4.4% | -3.0% |
| YTD | +27.7% | +36.3% | -8.6% | -5.2% |
| 1Y | +59.7% | +47.9% | +11.8% | +9.7% |
| All | +59.7% | +46.8% | +12.9% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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