+2,423.9%
MUU vs VIK
+123.4%
+2,300.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.2% | -8.1% | -7.8% |
| 7D | +3.6% | -1.8% | +5.4% | +5.5% |
| 30D | +22.3% | -17.3% | +39.6% | +51.6% |
| 3M | -8.2% | -5.1% | -3.2% | -0.4% |
| 6M | +256.3% | +16.2% | +240.1% | +194.9% |
| YTD | +534.4% | +17.6% | +516.8% | +406.1% |
| 1Y | +2,163.5% | +33.5% | +2,130.0% | +1,391.4% |
| All | +2,423.9% | +123.4% | +2,300.4% | +624.9% |
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