+59.7%
VIK vs TRU
+2.1%
+57.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.6% | +1.7% | +5.1% |
| 7D | +5.4% | +10.5% | -5.1% | +3.0% |
| 30D | +12.5% | +28.7% | -16.2% | +5.5% |
| 3M | -15.2% | +0.7% | -15.9% | -15.8% |
| 6M | +15.4% | +19.3% | -4.0% | +7.0% |
| YTD | +27.7% | -3.7% | +31.4% | +25.8% |
| 1Y | +59.7% | +3.4% | +56.3% | +47.7% |
| All | +59.7% | +2.1% | +57.6% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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