+46.3%
MAC vs VT
+10.7%
+35.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | -0.7% |
| 7D | +2.9% | -4.2% | +7.1% | +5.9% |
| 30D | +9.0% | -5.8% | +14.8% | +13.4% |
| 3M | -0.7% | -5.2% | +4.5% | +2.9% |
| 6M | +18.0% | +0.1% | +17.9% | +16.6% |
| YTD | +38.7% | +8.2% | +30.5% | +26.9% |
| 1Y | +46.3% | +10.1% | +36.2% | +31.6% |
| All | +46.3% | +10.7% | +35.6% | +31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling