+36.0%
VIK vs TPG
-6.0%
+42.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.6% |
| 7D | -3.0% | -2.4% | -0.6% | -2.3% |
| 30D | -20.7% | +11.1% | -31.8% | -23.7% |
| 3M | -4.6% | +26.3% | -30.9% | -12.9% |
| 6M | +14.0% | +18.3% | -4.4% | +6.0% |
| YTD | +20.2% | -14.4% | +34.6% | +25.1% |
| 1Y | +36.0% | -6.7% | +42.7% | +34.4% |
| All | +36.0% | -6.0% | +42.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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