-44.6%
MAN vs VT
+57.0%
-101.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.4% |
| 7D | +4.7% | +2.4% | +2.3% | +2.4% |
| 30D | -10.3% | -1.5% | -8.8% | -9.4% |
| 3M | -21.2% | -4.1% | -17.0% | -18.5% |
| 6M | +82.8% | +0.6% | +82.2% | +78.6% |
| YTD | +60.4% | +11.0% | +49.3% | +39.7% |
| 1Y | +69.4% | +13.3% | +56.1% | +44.1% |
| 3Y | -26.0% | +73.4% | -99.4% | -61.2% |
| All | -44.6% | +57.0% | -101.7% | -66.3% |
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