+27.8%
MANU vs VT
+20.4%
+7.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -3.9% | -0.1% | -3.7% | -3.8% |
| 30D | -5.9% | -0.7% | -5.2% | -5.4% |
| 3M | -9.7% | +4.0% | -13.7% | -12.5% |
| 6M | +17.8% | +12.3% | +5.5% | +7.5% |
| YTD | +28.3% | +14.0% | +14.2% | +15.1% |
| 1Y | +27.8% | +20.3% | +7.5% | +8.6% |
| All | +27.8% | +20.4% | +7.3% | +8.6% |
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