+240.5%
VIK vs PTC
+10.8%
+229.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +3.2% | +0.8% | +2.3% | +3.0% |
| 30D | +8.2% | +1.2% | +7.0% | +7.9% |
| 3M | -14.7% | +32.6% | -47.3% | -20.3% |
| 6M | +10.3% | +36.1% | -25.8% | +1.8% |
| YTD | +24.5% | +12.7% | +11.8% | +25.8% |
| 1Y | +45.7% | +10.2% | +35.6% | +49.1% |
| All | +240.5% | +10.8% | +229.8% | +211.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling