+225.9%
VIK vs MTB
+76.6%
+149.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -0.8% | +1.1% | -1.9% | -1.6% |
| 30D | -18.0% | -4.6% | -13.4% | -15.0% |
| 3M | -5.8% | +6.3% | -12.1% | -10.4% |
| 6M | +17.2% | +15.6% | +1.6% | +4.5% |
| YTD | +19.1% | +20.6% | -1.4% | +2.9% |
| 1Y | +33.6% | +22.5% | +11.1% | +13.9% |
| All | +225.9% | +76.6% | +149.4% | +124.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling