+44.7%
MET vs VIK
+221.3%
-176.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.4% | +1.5% |
| 7D | -2.5% | -1.8% | -0.6% | -2.0% |
| 30D | 0.0% | -17.3% | +17.3% | +5.4% |
| 3M | +13.1% | -5.1% | +18.1% | +13.8% |
| 6M | +39.0% | +16.2% | +22.8% | +29.6% |
| YTD | +25.2% | +17.6% | +7.6% | +15.9% |
| 1Y | +25.6% | +33.5% | -7.9% | +10.9% |
| All | +44.7% | +221.3% | -176.5% | +7.1% |
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