+64.3%
MAN vs VT
+13.3%
+51.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.5% |
| 7D | -1.7% | -0.7% | -1.1% | -1.9% |
| 30D | -10.1% | -1.7% | -8.4% | -10.5% |
| 3M | -18.0% | -2.3% | -15.7% | -18.4% |
| 6M | +63.0% | +1.5% | +61.5% | +63.4% |
| YTD | +58.7% | +12.0% | +46.7% | +53.8% |
| 1Y | +64.3% | +12.9% | +51.5% | +57.7% |
| All | +64.3% | +13.3% | +51.1% | +57.7% |
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