+237.5%
VIK vs MTB
+76.9%
+160.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.1% |
| 7D | +3.6% | +2.8% | +0.8% | +1.4% |
| 30D | -16.7% | -4.2% | -12.6% | -14.0% |
| 3M | -1.1% | +7.8% | -8.9% | -7.0% |
| 6M | +27.8% | +14.8% | +13.0% | +14.5% |
| YTD | +23.3% | +20.8% | +2.6% | +6.4% |
| 1Y | +38.2% | +23.1% | +15.1% | +17.4% |
| All | +237.5% | +76.9% | +160.6% | +131.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling