+10.4%
MKTX vs VT
+222.7%
-212.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | +0.2% | +2.9% | -2.6% | -1.6% |
| 30D | +0.9% | -2.5% | +3.4% | +2.4% |
| 3M | +2.5% | -3.3% | +5.9% | +4.5% |
| 6M | +18.6% | +1.5% | +17.1% | +16.9% |
| YTD | -7.1% | +11.4% | -18.4% | -14.4% |
| 1Y | -0.3% | +11.9% | -12.3% | -8.5% |
| 3Y | -22.3% | +73.9% | -96.2% | -49.9% |
| 5Y | -54.5% | +57.9% | -112.4% | -68.6% |
| All | +10.4% | +222.7% | -212.3% | -61.7% |
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