+225.7%
VIK vs TPG
+21.6%
+204.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.4% |
| 7D | -0.9% | -9.4% | +8.5% | +3.6% |
| 30D | -18.4% | -5.3% | -13.2% | -16.7% |
| 3M | -8.8% | +12.9% | -21.7% | -15.1% |
| 6M | +17.1% | +20.1% | -2.9% | +5.1% |
| YTD | +19.0% | -22.5% | +41.5% | +32.4% |
| 1Y | +30.1% | -19.7% | +49.8% | +41.2% |
| All | +225.7% | +21.6% | +204.1% | +179.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling