+6.8%
MUB vs VIK
+244.4%
-237.6%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | +0.2% |
| 7D | +0.4% | -1.2% | +1.7% | +0.5% |
| 30D | +3.9% | +11.5% | -7.6% | +3.7% |
| 3M | -0.2% | -11.3% | +11.1% | -0.1% |
| 6M | -0.4% | +11.3% | -11.7% | -0.6% |
| YTD | +0.5% | +26.1% | -25.6% | +0.1% |
| 1Y | +0.7% | +50.0% | -49.3% | 0.0% |
| All | +6.8% | +244.4% | -237.6% | +4.8% |
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