+67.2%
MAN vs VT
+11.9%
+55.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.3% |
| 7D | -0.5% | +2.9% | -3.4% | +0.2% |
| 30D | -10.8% | -2.5% | -8.3% | -11.4% |
| 3M | -18.1% | -3.3% | -14.8% | -18.7% |
| 6M | +68.1% | +1.5% | +66.5% | +68.0% |
| YTD | +58.5% | +11.4% | +47.1% | +53.3% |
| 1Y | +67.2% | +11.9% | +55.3% | +60.7% |
| All | +67.2% | +11.9% | +55.4% | +60.7% |
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