-18.8%
MSFU vs VIK
+34.6%
-53.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +1.1% |
| 7D | -1.8% | -0.9% | -0.9% | -1.8% |
| 30D | +0.5% | -18.4% | +18.9% | +0.7% |
| 3M | +51.9% | -8.8% | +60.6% | +52.0% |
| 6M | +35.0% | +17.1% | +17.8% | +33.6% |
| YTD | -9.0% | +19.0% | -28.1% | -6.4% |
| 1Y | -18.8% | +30.1% | -49.0% | -15.3% |
| All | -18.8% | +34.6% | -53.4% | -15.3% |
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 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