+59.7%
VIK vs MDY
+17.5%
+42.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +5.2% |
| 7D | +5.4% | +1.7% | +3.7% | +2.6% |
| 30D | +12.5% | +1.2% | +11.3% | +10.4% |
| 3M | -15.2% | -3.5% | -11.7% | -10.0% |
| 6M | +15.4% | +3.5% | +11.8% | +7.5% |
| YTD | +27.7% | +13.6% | +14.1% | +2.7% |
| 1Y | +59.7% | +17.1% | +42.7% | +23.5% |
| All | +59.7% | +17.5% | +42.2% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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