+228.8%
VIK vs TRMB
-1.0%
+229.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.8% |
| 7D | -3.0% | -2.5% | -0.5% | -1.8% |
| 30D | -20.7% | +1.5% | -22.3% | -21.7% |
| 3M | -4.6% | +6.8% | -11.4% | -8.8% |
| 6M | +14.0% | -14.9% | +28.9% | +24.1% |
| YTD | +20.2% | -24.1% | +44.3% | +39.4% |
| 1Y | +36.0% | -25.4% | +61.4% | +58.9% |
| All | +228.8% | -1.0% | +229.8% | +206.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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