-97.5%
MERC vs VT
+57.0%
-154.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.3% | -7.4% | -7.4% |
| 7D | -7.7% | +2.4% | -10.0% | -10.6% |
| 30D | +41.2% | -1.5% | +42.7% | +44.3% |
| 3M | -52.0% | -4.1% | -47.9% | -49.6% |
| 6M | -70.4% | +0.6% | -70.9% | -70.5% |
| YTD | -87.9% | +11.0% | -98.9% | -89.2% |
| 1Y | -86.0% | +13.3% | -99.4% | -87.8% |
| 3Y | -97.1% | +73.4% | -170.5% | -98.3% |
| All | -97.5% | +57.0% | -154.5% | -98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling