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Backtest

VIKING GLOBAL INVESTORS LP

What you'd have made by mirroring VIKING GLOBAL INVESTORS LP's public 13F filings, starting with $10,000 on Aug 14, 2013 and rebalancing at every disclosure through Jun 2, 2026.

52 filings replayed529 of 688 CUSIPs mapped to tickers1056 closed trades77 still open
Benchmark
SPYIWMQQQEFAAGG
US Aggregate Bond — Investment-grade bonds

Equity curve

$10,000 mirrored · vs AGG
$10k$20k$30k$40k2015201720192021202320252026
Mirror portfolio$10k in AGG
Mirror — final
$39.04K
AGG — final
$13.06K
Mirror return
+290.4%
Excess return vs AGG
+259.7%

Risk profile

Weekly mirror returns vs AGG · rf ≈ 4%
Sharpe
0.34
Max drawdown
-45.0%
Beta vs AGG
1.03
Information ratio
0.44
CAGR
+11.2%
Volatility (ann.)
21.1%
Sortino
0.29
α (Jensen, ann.)
+9.2%
Tracking error
20.5%
Upside capture
74%
Downside capture
-31%
Window
12.8y

Drawdown

Underwater curve — distance below running peak
-40%-30%-20%-10%0%-45.0%2015201720192021202320252026

Largest drawdown: -45.0% from 2021-09-01 to 2022-05-11 · recovered 2025-07-23.

Style decomposition

R² 41% · 668 weekly obs

Multivariate regression of weekly mirror excess return on five style factors built from the benchmark ETFs: SPY (market), IWM−SPY (size), QQQ−SPY (growth), EFA−SPY (international), AGG−SPY (bonds). The intercept is the “true alpha” after stripping these passive tilts. ✓ marks loadings whose |t-stat| ≥ 2 (≈ 95% confidence the loading is non-zero).

Market (β)
+1.07✓
Size tilt
+0.42✓
Growth tilt
+0.37✓
International tilt
+0.23✓
Bond tilt
+0.39✓
α (style-adjusted)
+3.0%
R²
41%
α t-stat
0.65
Observations
668

Rolling 1y alpha

Trailing 52w mirror return − AGG return
-100%-50%0%+50%+100%avg +10.4%now +13.8%201520162017201820192020202120222023202420252026

Whether the headline alpha was earned recently or decades ago. Bands above the zero line are quarters where the mirror beat AGG on a trailing-year basis; bands below are quarters where it lost ground. A flat positive line = steady outperformance; a curve that crosses often = regime-dependent strategy.

Realized P&L · closed trades

Cumulative profit from positions opened and later sold
$0$5.0k$10k$15k$20kAMZN +$4.3kMETA +$1.6kGE +$1.5kMSFT +$1.1k2015201720192021202320252026
Realized P&L
+$19.97K
Closed trades
1,056
Win rate
40%
Avg return / closed
+8.4%

Biggest closed trades

IssuerEntryExitHeldReturnP&L
AMAZON COM INC
AMZN
Q3 2015Q4 202542Q+783%+$7.76B
FACEBOOK INC
META
Q2 2016Q3 202017Q+126%+$2.9B
GENERAL ELECTRIC CO
GE
Q4 2021Q3 202411Q+156%+$2.71B
MICROSOFT CORP
MSFT
Q3 2016Q1 202430Q+683%+$1.97B
ALPHABET INC
GOOGL
Q1 2016Q3 202018Q+109%+$1.57B
NETFLIX INC
NFLX
Q4 2015Q4 202020Q+330%+$1.54B
PHILIP MORRIS INTL INC
PM
Q3 2023Q1 202610Q+114%+$1.01B
MASTERCARD INC
MA
Q3 2013Q1 201818Q+182%+$906.88M
MODERNA INC
MRNA
Q1 2019Q3 20206Q+277%+$722.25M
MERCADOLIBRE INC
MELI
Q2 2019Q3 20219Q+213%+$662.65M

Every trade · entry date × return

Bubble = position size at entry
-50%-25%0%+25%+50%+100%+200%+500%AMZN · +783%INBX · +707%MSFT · +683%2015201720192021202320252026
PositiveNegativeStill open (marked to market)
Best closed pick
AMZN +783%
Worst closed pick
FTCHQ -100%
Total trades
1,133
Open trades
77