+21.7%
MSFU vs VIK
+236.8%
-215.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.0% | -5.4% | -4.7% |
| 7D | +4.0% | +2.6% | +1.5% | +3.4% |
| 30D | -2.3% | +7.9% | -10.2% | -4.5% |
| 3M | +7.1% | -15.2% | +22.3% | +12.2% |
| 6M | +48.9% | +6.5% | +42.4% | +44.2% |
| YTD | +2.4% | +23.3% | -20.9% | -7.8% |
| 1Y | -8.1% | +47.7% | -55.8% | -24.3% |
| All | +21.7% | +236.8% | -215.0% | -25.9% |
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