+2,583.5%
MA vs VT
+363.9%
+2,219.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.7% | +2.2% | +2.2% |
| 7D | +10.2% | -0.3% | +10.5% | +10.5% |
| 30D | +19.3% | -1.4% | +20.8% | +21.0% |
| 3M | +18.0% | -1.4% | +19.4% | +19.4% |
| 6M | +33.7% | +5.5% | +28.2% | +25.2% |
| YTD | +18.6% | +12.8% | +5.8% | +3.0% |
| 1Y | +22.5% | +15.4% | +7.1% | +3.8% |
| 3Y | +77.4% | +76.9% | +0.5% | -4.8% |
| 5Y | +106.6% | +60.4% | +46.2% | +23.8% |
| 10Y | +592.2% | +232.8% | +359.4% | +107.2% |
| All | +2,583.5% | +363.9% | +2,219.7% | +621.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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