+36.0%
VIK vs MKTX
-8.5%
+44.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.3% |
| 7D | -3.0% | +0.4% | -3.4% | -3.0% |
| 30D | -20.7% | +1.1% | -21.8% | -20.7% |
| 3M | -4.6% | +36.1% | -40.7% | -2.9% |
| 6M | +14.0% | -12.9% | +26.9% | +11.0% |
| YTD | +20.2% | -8.5% | +28.7% | +17.2% |
| 1Y | +36.0% | -7.5% | +43.6% | +33.8% |
| All | +36.0% | -8.5% | +44.5% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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