-47.0%
MAN vs VT
+57.4%
-104.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -2.2% |
| 7D | -6.3% | +0.4% | -6.7% | -6.8% |
| 30D | -15.6% | -2.6% | -13.0% | -13.7% |
| 3M | -21.3% | -3.2% | -18.0% | -19.2% |
| 6M | +52.8% | +0.9% | +51.9% | +48.8% |
| YTD | +53.4% | +11.3% | +42.1% | +33.4% |
| 1Y | +62.9% | +14.0% | +48.9% | +37.7% |
| 3Y | -30.4% | +75.8% | -106.3% | -64.0% |
| 5Y | -47.0% | +57.8% | -104.8% | -67.8% |
| All | -47.0% | +57.4% | -104.3% | -67.8% |
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