+36.0%
VIK vs MDY
+17.9%
+18.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.1% | +0.1% |
| 7D | -3.0% | +0.1% | -3.2% | -3.3% |
| 30D | -20.7% | -1.5% | -19.2% | -18.9% |
| 3M | -4.6% | +0.8% | -5.4% | -6.1% |
| 6M | +14.0% | +7.4% | +6.6% | +0.2% |
| YTD | +20.2% | +15.2% | +5.0% | -3.1% |
| 1Y | +36.0% | +16.5% | +19.5% | +7.8% |
| All | +36.0% | +17.9% | +18.1% | +7.8% |
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