+225.9%
VIK vs PFG
+57.9%
+168.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.7% |
| 7D | -0.8% | +3.2% | -4.0% | -3.6% |
| 30D | -18.0% | +0.9% | -19.0% | -18.8% |
| 3M | -5.8% | +7.7% | -13.5% | -12.1% |
| 6M | +17.2% | +29.0% | -11.8% | -5.4% |
| YTD | +19.1% | +32.5% | -13.3% | -6.1% |
| 1Y | +33.6% | +47.3% | -13.7% | -3.5% |
| All | +225.9% | +57.9% | +168.0% | +121.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling