+6.6%
MSFU vs VIK
+225.3%
-218.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | +0.1% |
| 7D | -2.3% | -0.8% | -1.5% | -2.2% |
| 30D | -6.3% | -18.0% | +11.8% | -0.8% |
| 3M | +40.0% | -5.8% | +45.8% | +41.2% |
| 6M | +30.1% | +17.2% | +12.9% | +20.0% |
| YTD | -10.3% | +19.1% | -29.5% | -18.5% |
| 1Y | -19.0% | +33.6% | -52.7% | -30.8% |
| All | +6.6% | +225.3% | -218.8% | -34.5% |
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 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