+15.9%
MS vs VIK
+47.9%
-32.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.2% |
| 7D | +0.7% | +0.1% | +0.6% | +0.8% |
| 30D | -0.9% | +6.8% | -7.7% | -2.9% |
| 3M | -13.0% | -17.6% | +4.6% | -7.9% |
| 6M | -2.0% | +5.4% | -7.4% | -4.5% |
| YTD | +7.8% | +22.1% | -14.3% | -0.4% |
| All | +15.9% | +47.9% | -32.0% | +1.5% |
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