-3.8%
MTZ vs VIK
+47.3%
-51.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.6% |
| 7D | +5.0% | +2.7% | +2.3% | +4.1% |
| 30D | -6.0% | +8.8% | -14.8% | -9.1% |
| 3M | -36.1% | -15.3% | -20.8% | -32.6% |
| 6M | -56.9% | +9.4% | -66.2% | -58.1% |
| YTD | -15.9% | +25.9% | -41.8% | -23.2% |
| 1Y | -3.8% | +51.0% | -54.8% | -14.4% |
| All | -3.8% | +47.3% | -51.1% | -14.4% |
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