+29.5%
MNST vs VIK
+49.5%
-20.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.8% |
| 7D | -3.9% | +2.6% | -6.5% | -4.3% |
| 30D | +3.9% | +7.9% | -4.0% | +2.8% |
| 3M | -0.8% | -15.2% | +14.3% | +1.0% |
| 6M | +5.1% | +6.5% | -1.4% | +3.5% |
| YTD | +18.3% | +23.3% | -5.1% | +15.6% |
| 1Y | +29.5% | +47.7% | -18.2% | +26.3% |
| All | +29.5% | +49.5% | -20.0% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling