+260.0%
MAIN vs VT
+215.5%
+44.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.6% |
| 7D | +3.7% | -2.3% | +6.0% | +5.9% |
| 30D | +6.2% | -5.0% | +11.2% | +11.4% |
| 3M | +2.8% | -4.9% | +7.7% | +7.7% |
| 6M | +4.0% | -1.5% | +5.5% | +4.9% |
| YTD | +1.1% | +8.5% | -7.4% | -7.3% |
| 1Y | +8.3% | +11.4% | -3.1% | -3.3% |
| 3Y | +77.9% | +70.1% | +7.8% | +3.1% |
| 5Y | +85.8% | +53.7% | +32.1% | +18.9% |
| All | +260.0% | +215.5% | +44.4% | +34.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling