+225.7%
VIK vs PPG
-13.5%
+239.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +0.9% |
| 7D | -0.9% | -6.2% | +5.3% | +3.4% |
| 30D | -18.4% | -7.9% | -10.5% | -13.8% |
| 3M | -8.8% | -10.2% | +1.5% | -2.7% |
| 6M | +17.1% | +2.7% | +14.5% | +13.9% |
| YTD | +19.0% | +4.9% | +14.2% | +13.9% |
| 1Y | +30.1% | -3.2% | +33.3% | +30.9% |
| All | +225.7% | -13.5% | +239.2% | +227.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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