+100.2%
MKOR vs VT
+67.5%
+32.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +0.3% |
| 7D | -6.6% | +0.4% | -7.0% | -6.6% |
| 30D | -20.0% | -2.6% | -17.4% | -16.3% |
| 3M | -14.7% | -3.2% | -11.4% | -9.5% |
| 6M | -24.5% | +0.9% | -25.5% | -23.1% |
| YTD | +42.6% | +11.3% | +31.3% | +31.8% |
| 1Y | +55.1% | +14.0% | +41.1% | +40.2% |
| 3Y | +124.9% | +75.8% | +49.1% | +29.8% |
| All | +100.2% | +67.5% | +32.7% | +22.3% |
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