+78.8%
MANU vs VT
+354.7%
-275.8%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +7.9% | -0.1% | +8.0% | +8.0% |
| 30D | +13.2% | -3.1% | +16.2% | +15.8% |
| 3M | +7.0% | -3.5% | +10.5% | +9.7% |
| 6M | +17.9% | +0.5% | +17.4% | +17.2% |
| YTD | +45.8% | +10.8% | +35.0% | +35.0% |
| 1Y | +45.9% | +11.9% | +34.0% | +34.1% |
| 3Y | +28.2% | +73.0% | -44.7% | -14.6% |
| 5Y | +45.8% | +58.6% | -12.8% | +2.8% |
| 10Y | +63.0% | +219.2% | -156.2% | -28.6% |
| All | +78.8% | +354.7% | -275.8% | -30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling