-92.7%
MSTU vs VIK
+37.7%
-130.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.4% | -3.3% |
| 7D | +21.3% | -3.0% | +24.4% | +23.4% |
| 30D | +90.8% | -20.7% | +111.6% | +120.0% |
| 3M | -6.8% | -4.6% | -2.1% | -6.5% |
| 6M | -39.8% | +14.0% | -53.8% | -47.4% |
| YTD | -55.7% | +20.2% | -75.8% | -61.2% |
| 1Y | -92.7% | +36.0% | -128.7% | -93.4% |
| All | -92.7% | +37.7% | -130.4% | -93.4% |
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