+21.2%
MSCI vs VIK
+236.8%
-215.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.4% | -4.2% |
| 7D | -2.1% | +3.6% | -5.7% | -2.7% |
| 30D | -1.7% | -16.7% | +15.0% | +1.3% |
| 3M | -8.2% | -1.1% | -7.1% | -8.7% |
| 6M | -2.4% | +27.8% | -30.3% | -8.8% |
| YTD | -2.8% | +23.3% | -26.2% | -8.7% |
| 1Y | -2.7% | +38.2% | -40.8% | -11.3% |
| All | +21.2% | +236.8% | -215.6% | -8.3% |
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