-47.4%
MAN vs VT
+53.4%
-100.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.1% | -4.0% |
| 7D | -3.9% | -2.3% | -1.6% | -1.9% |
| 30D | -15.8% | -5.0% | -10.9% | -12.1% |
| 3M | -19.6% | -4.9% | -14.7% | -16.2% |
| 6M | +55.6% | -1.5% | +57.1% | +54.9% |
| YTD | +53.2% | +8.5% | +44.7% | +36.4% |
| 1Y | +63.3% | +11.4% | +51.9% | +41.0% |
| 3Y | -31.1% | +70.1% | -101.1% | -63.2% |
| All | -47.4% | +53.4% | -100.8% | -67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling