+20.7%
MRK vs VIK
+221.3%
-200.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.9% |
| 7D | -5.0% | -1.8% | -3.2% | -4.9% |
| 30D | +11.0% | -17.3% | +28.2% | +11.8% |
| 3M | +22.4% | -5.1% | +27.4% | +22.2% |
| 6M | +25.4% | +16.2% | +9.2% | +23.7% |
| YTD | +39.5% | +17.6% | +21.8% | +37.4% |
| 1Y | +78.0% | +33.5% | +44.5% | +74.9% |
| All | +20.7% | +221.3% | -200.5% | +27.1% |
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 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