-62.2%
MARO vs VT
+13.3%
-75.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | 0.0% | +10.0% | +9.9% |
| 7D | -0.5% | -1.6% | +1.1% | +4.1% |
| 30D | -35.3% | -2.5% | -32.8% | -30.3% |
| 3M | -40.6% | -1.3% | -39.3% | -38.0% |
| 6M | -41.9% | +3.1% | -45.0% | -45.3% |
| YTD | -35.6% | +10.9% | -46.6% | -48.7% |
| All | -62.2% | +13.3% | -75.5% | -72.0% |
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 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