+20.1%
MRK vs VIK
+225.1%
-205.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.6% |
| 7D | -4.3% | -0.9% | -3.3% | -4.2% |
| 30D | +8.3% | -18.4% | +26.7% | +9.2% |
| 3M | +20.0% | -8.8% | +28.8% | +20.2% |
| 6M | +25.7% | +17.1% | +8.5% | +23.9% |
| YTD | +38.7% | +19.0% | +19.7% | +36.6% |
| 1Y | +74.7% | +30.1% | +44.5% | +71.6% |
| All | +20.1% | +225.1% | -205.0% | +26.4% |
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