-14.3%
MTZ vs VIK
+55.4%
-69.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.4% | +6.2% | -21.6% | -17.2% |
| 7D | -7.4% | +5.4% | -12.8% | -9.3% |
| 30D | -23.6% | +12.5% | -36.1% | -27.0% |
| 3M | -38.3% | -15.2% | -23.1% | -34.9% |
| 6M | -60.6% | +15.4% | -76.0% | -62.5% |
| YTD | -22.9% | +27.7% | -50.6% | -30.3% |
| 1Y | -14.3% | +59.7% | -74.0% | -25.1% |
| All | -14.3% | +55.4% | -69.7% | -25.1% |
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