+61.0%
MANU vs VT
+373.4%
-312.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.4% | +0.4% | -5.9% | -5.7% |
| 30D | -6.2% | +1.0% | -7.1% | -6.8% |
| 3M | -7.6% | +2.4% | -10.0% | -9.3% |
| 6M | +17.5% | +12.0% | +5.5% | +8.1% |
| YTD | +31.3% | +15.3% | +15.9% | +18.1% |
| 1Y | +30.1% | +22.6% | +7.5% | +11.9% |
| 3Y | -11.7% | +74.7% | -86.3% | -41.6% |
| 5Y | +22.4% | +66.1% | -43.7% | -16.5% |
| 10Y | +30.4% | +225.0% | -194.6% | -43.9% |
| All | +61.0% | +373.4% | -312.3% | -38.7% |
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