-1.2%
MSCI vs VIK
+33.4%
-34.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +0.7% |
| 7D | -1.1% | -0.8% | -0.3% | -1.1% |
| 30D | -1.2% | -18.0% | +16.9% | 0.0% |
| 3M | -8.4% | -5.8% | -2.6% | -8.5% |
| 6M | -1.0% | +17.2% | -18.2% | -4.2% |
| YTD | -2.3% | +19.1% | -21.4% | -5.7% |
| 1Y | -1.2% | +33.6% | -34.8% | -4.7% |
| All | -1.2% | +33.4% | -34.6% | -4.7% |
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