+35.2%
VIK vs PTC
-36.9%
+72.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.3% | -0.1% | -3.4% |
| 7D | -0.8% | -13.6% | +12.8% | -0.8% |
| 30D | -18.0% | -14.7% | -3.4% | -17.9% |
| 3M | -5.8% | -5.9% | +0.1% | -5.4% |
| 6M | +17.2% | -21.1% | +38.3% | +23.8% |
| YTD | +19.1% | -26.0% | +45.1% | +29.6% |
| All | +35.2% | -36.9% | +72.1% | +59.6% |
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