+108.4%
MKOR vs VT
+68.6%
+39.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.1% | +4.5% |
| 7D | -3.6% | -0.7% | -2.9% | -1.9% |
| 30D | -13.7% | -1.7% | -11.9% | -10.7% |
| 3M | -12.5% | -2.3% | -10.2% | -8.4% |
| 6M | -21.4% | +1.5% | -22.9% | -20.5% |
| YTD | +48.4% | +12.0% | +36.4% | +36.0% |
| 1Y | +55.0% | +12.9% | +42.2% | +41.0% |
| 3Y | +131.1% | +74.9% | +56.2% | +33.9% |
| All | +108.4% | +68.6% | +39.8% | +26.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling