+74.8%
MAN vs VT
+12.5%
+62.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.1% |
| 7D | +1.2% | -0.1% | +1.4% | +1.3% |
| 30D | -12.8% | -3.1% | -9.7% | -13.5% |
| 3M | -18.6% | -3.5% | -15.1% | -19.2% |
| 6M | +57.8% | +0.5% | +57.4% | +57.8% |
| YTD | +58.4% | +10.8% | +47.6% | +52.8% |
| 1Y | +74.8% | +11.9% | +62.9% | +66.4% |
| All | +74.8% | +12.5% | +62.3% | +66.4% |
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 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