+79.4%
MANU vs VT
+356.8%
-277.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +1.1% |
| 7D | +8.7% | +0.4% | +8.4% | +8.5% |
| 30D | +13.5% | -2.6% | +16.1% | +15.7% |
| 3M | +7.6% | -3.2% | +10.9% | +10.2% |
| 6M | +18.2% | +0.9% | +17.3% | +17.2% |
| YTD | +46.2% | +11.3% | +34.9% | +34.9% |
| 1Y | +48.6% | +14.0% | +34.6% | +34.7% |
| 3Y | +29.1% | +75.8% | -46.7% | -15.0% |
| 5Y | +43.5% | +57.8% | -14.3% | +1.7% |
| 10Y | +63.5% | +219.8% | -156.3% | -28.5% |
| All | +79.4% | +356.8% | -277.5% | -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