+225.9%
VIK vs MDY
+33.6%
+192.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.4% | -1.9% |
| 7D | -0.8% | -0.8% | 0.0% | +0.3% |
| 30D | -18.0% | -3.9% | -14.2% | -13.3% |
| 3M | -5.8% | 0.0% | -5.8% | -5.8% |
| 6M | +17.2% | +8.5% | +8.6% | +5.1% |
| YTD | +19.1% | +13.2% | +5.9% | +1.1% |
| 1Y | +33.6% | +15.0% | +18.6% | +11.1% |
| All | +225.9% | +33.6% | +192.4% | +123.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling