+225.9%
VIK vs TRU
+6.8%
+219.1%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.1% |
| 7D | -0.8% | -6.5% | +5.7% | +1.8% |
| 30D | -18.0% | -2.5% | -15.5% | -17.7% |
| 3M | -5.8% | +10.4% | -16.2% | -11.5% |
| 6M | +17.2% | +1.6% | +15.5% | +14.0% |
| YTD | +19.1% | -9.7% | +28.8% | +21.2% |
| 1Y | +33.6% | -17.3% | +50.9% | +41.7% |
| All | +225.9% | +6.8% | +219.1% | +203.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling