+221.9%
VIK vs TRU
+6.7%
+215.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -1.8% | -9.4% | +7.6% | +2.1% |
| 30D | -17.3% | -4.1% | -13.2% | -16.3% |
| 3M | -5.1% | +13.6% | -18.6% | -12.0% |
| 6M | +16.2% | +3.6% | +12.6% | +12.1% |
| YTD | +17.6% | -9.8% | +27.5% | +19.8% |
| 1Y | +33.5% | -13.6% | +47.2% | +38.4% |
| All | +221.9% | +6.7% | +215.2% | +200.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling