+2,538.2%
MUU vs VIK
+134.3%
+2,404.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.6% | -5.7% | -6.2% |
| 7D | +13.9% | +3.6% | +10.3% | +9.0% |
| 30D | +24.8% | -16.7% | +41.5% | +54.1% |
| 3M | -15.7% | -1.1% | -14.7% | -12.8% |
| 6M | +338.9% | +27.8% | +311.1% | +224.2% |
| YTD | +563.2% | +23.3% | +539.8% | +400.7% |
| 1Y | +2,577.5% | +38.2% | +2,539.3% | +1,600.3% |
| All | +2,538.2% | +134.3% | +2,404.0% | +617.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling