+225.7%
VIK vs MTB
+77.9%
+147.8%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +0.9% |
| 7D | -0.9% | 0.0% | -0.9% | -0.9% |
| 30D | -18.4% | -4.8% | -13.6% | -15.3% |
| 3M | -8.8% | +6.0% | -14.7% | -13.1% |
| 6M | +17.1% | +19.6% | -2.5% | +1.9% |
| YTD | +19.0% | +21.5% | -2.4% | +2.3% |
| 1Y | +30.1% | +24.7% | +5.4% | +9.5% |
| All | +225.7% | +77.9% | +147.8% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 10y: compounded portfolio wealth divided by compounded MTB 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…
10y analysis · Full analysis span regression · 6 months rolling