+36.0%
VIK vs PTC
-33.3%
+69.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.0% | +6.3% | +0.3% |
| 7D | -3.0% | -10.3% | +7.2% | -3.0% |
| 30D | -20.7% | +1.1% | -21.9% | -20.8% |
| 3M | -4.6% | +1.6% | -6.3% | -4.1% |
| 6M | +14.0% | -13.5% | +27.5% | +20.1% |
| YTD | +20.2% | -19.1% | +39.2% | +30.1% |
| 1Y | +36.0% | -33.9% | +69.9% | +58.0% |
| All | +36.0% | -33.3% | +69.3% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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