+50.9%
MC vs VT
+69.7%
-18.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.9% |
| 7D | -2.9% | -2.3% | -0.5% | +0.7% |
| 30D | +1.4% | -5.0% | +6.3% | +9.5% |
| 3M | -14.6% | -4.9% | -9.7% | -7.8% |
| 6M | -9.0% | -1.5% | -7.5% | -6.7% |
| YTD | -14.7% | +8.5% | -23.2% | -24.9% |
| 1Y | -5.9% | +11.4% | -17.2% | -20.6% |
| 3Y | +50.9% | +70.1% | -19.2% | -32.9% |
| All | +50.9% | +69.7% | -18.9% | -32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling