+21.9%
MDT vs VIK
+221.3%
-199.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | -0.2% |
| 7D | -1.6% | -1.8% | +0.2% | -1.4% |
| 30D | +1.0% | -17.3% | +18.3% | +2.9% |
| 3M | +15.2% | -5.1% | +20.3% | +15.2% |
| 6M | +3.7% | +16.2% | -12.5% | +1.0% |
| YTD | -3.0% | +17.6% | -20.6% | -5.9% |
| 1Y | +2.5% | +33.5% | -31.1% | -2.2% |
| All | +21.9% | +221.3% | -199.4% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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