+30.1%
VIK vs TRU
-13.7%
+43.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +1.0% |
| 7D | -0.9% | -2.7% | +1.8% | -0.3% |
| 30D | -18.4% | -2.0% | -16.4% | -18.3% |
| 3M | -8.8% | +18.4% | -27.2% | -14.4% |
| 6M | +17.1% | +8.9% | +8.3% | +12.6% |
| YTD | +19.0% | -8.9% | +28.0% | +18.1% |
| 1Y | +30.1% | -15.9% | +46.0% | +26.2% |
| All | +30.1% | -13.7% | +43.8% | +26.2% |
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