+103.6%
MKOR vs VT
+67.1%
+36.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.3% |
| 7D | +5.9% | +2.4% | +3.6% | +2.5% |
| 30D | -10.8% | -1.5% | -9.3% | -8.1% |
| 3M | -18.5% | -4.1% | -14.4% | -12.3% |
| 6M | -21.1% | +0.6% | -21.7% | -19.2% |
| YTD | +45.0% | +11.0% | +34.0% | +34.6% |
| 1Y | +53.7% | +13.3% | +40.4% | +40.0% |
| 3Y | +127.9% | +73.4% | +54.5% | +33.8% |
| All | +103.6% | +67.1% | +36.5% | +24.9% |
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 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