+225.7%
VIK vs MDY
+33.4%
+192.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | 0.0% |
| 7D | -0.9% | -1.9% | +0.9% | +1.8% |
| 30D | -18.4% | -4.6% | -13.8% | -12.7% |
| 3M | -8.8% | -1.2% | -7.5% | -7.2% |
| 6M | +17.1% | +9.2% | +7.9% | +4.3% |
| YTD | +19.0% | +13.1% | +6.0% | +1.2% |
| 1Y | +30.1% | +13.0% | +17.1% | +10.8% |
| All | +225.7% | +33.4% | +192.3% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling