+221.9%
VIK vs MDY
+32.3%
+189.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | +0.1% |
| 7D | -1.8% | -2.5% | +0.7% | +1.8% |
| 30D | -17.3% | -5.0% | -12.2% | -10.9% |
| 3M | -5.1% | +0.5% | -5.5% | -5.8% |
| 6M | +16.2% | +8.0% | +8.2% | +5.0% |
| YTD | +17.6% | +12.2% | +5.5% | +1.2% |
| 1Y | +33.5% | +14.0% | +19.5% | +12.4% |
| All | +221.9% | +32.3% | +189.6% | +123.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling