+66.3%
MAC vs VT
+66.2%
+0.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.1% | +0.4% | -2.6% | -2.8% |
| 30D | -8.5% | +1.0% | -9.4% | -9.8% |
| 3M | +0.8% | +2.4% | -1.6% | -3.7% |
| 6M | +16.3% | +12.0% | +4.3% | -3.4% |
| YTD | +27.9% | +15.3% | +12.6% | +1.0% |
| 1Y | +30.0% | +22.6% | +7.4% | -7.3% |
| 3Y | +119.7% | +74.7% | +45.0% | -9.4% |
| All | +66.3% | +66.2% | +0.1% | -21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling