+225.7%
VIK vs TRU
+7.7%
+218.0%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.8% |
| 7D | -0.9% | -2.7% | +1.8% | +0.2% |
| 30D | -18.4% | -2.0% | -16.4% | -18.1% |
| 3M | -8.8% | +18.4% | -27.2% | -17.0% |
| 6M | +17.1% | +8.9% | +8.3% | +10.5% |
| YTD | +19.0% | -8.9% | +28.0% | +20.7% |
| 1Y | +30.1% | -15.9% | +46.0% | +37.0% |
| All | +225.7% | +7.7% | +218.0% | +202.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling