+234.0%
VIK vs PTC
+10.5%
+223.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +0.1% | +0.8% | -0.7% | 0.0% |
| 30D | +6.8% | +0.7% | +6.1% | +6.7% |
| 3M | -17.6% | +32.6% | -50.2% | -23.1% |
| 6M | +5.4% | +33.6% | -28.1% | -1.9% |
| YTD | +22.1% | +12.4% | +9.6% | +23.4% |
| 1Y | +49.3% | +11.2% | +38.1% | +51.8% |
| All | +234.0% | +10.5% | +223.4% | +205.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling