+159.2%
MKOR vs VT
+73.6%
+85.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +3.5% | +0.4% | +3.0% | +2.8% |
| 30D | +9.4% | +1.0% | +8.4% | +8.0% |
| 3M | -4.7% | +2.4% | -7.1% | -6.6% |
| 6M | +35.5% | +12.0% | +23.5% | +20.7% |
| YTD | +84.6% | +15.3% | +69.3% | +60.4% |
| 1Y | +135.9% | +22.6% | +113.3% | +94.1% |
| 3Y | +175.9% | +74.7% | +101.2% | +55.8% |
| All | +159.2% | +73.6% | +85.6% | +48.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling