+2,029.8%
MAIN vs VT
+374.2%
+1,655.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.5% | +0.4% | -1.9% | -1.8% |
| 30D | +3.3% | +1.0% | +2.3% | +2.7% |
| 3M | +13.2% | +2.4% | +10.8% | +11.4% |
| 6M | +1.9% | +12.0% | -10.1% | -5.3% |
| YTD | +0.3% | +15.3% | -15.1% | -8.5% |
| 1Y | -6.7% | +22.6% | -29.2% | -18.0% |
| 3Y | +80.3% | +74.7% | +5.6% | +26.8% |
| 5Y | +103.7% | +66.1% | +37.6% | +47.3% |
| 10Y | +254.8% | +225.0% | +29.8% | +82.6% |
| All | +2,029.8% | +374.2% | +1,655.7% | +875.2% |
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