+15.6%
MOD vs VIK
+244.4%
-228.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.3% | +1.2% | +2.0% |
| 7D | +8.2% | -1.2% | +9.4% | +9.3% |
| 30D | -38.2% | +11.5% | -49.7% | -43.6% |
| 3M | -46.2% | -11.3% | -34.9% | -42.6% |
| 6M | -62.5% | +11.3% | -73.9% | -66.5% |
| YTD | -20.1% | +26.1% | -46.2% | -36.1% |
| 1Y | -29.7% | +50.0% | -79.7% | -50.6% |
| All | +15.6% | +244.4% | -228.8% | -53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling