+2,484.9%
MKTX vs VT
+346.0%
+2,138.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +0.2% | -2.3% | +2.5% | +2.3% |
| 30D | +0.9% | -5.0% | +5.8% | +5.8% |
| 3M | +2.3% | -4.9% | +7.2% | +7.0% |
| 6M | +12.4% | -1.5% | +13.9% | +13.3% |
| YTD | -7.3% | +8.5% | -15.8% | -16.1% |
| 1Y | +1.8% | +11.4% | -9.5% | -10.4% |
| 3Y | -21.2% | +70.1% | -91.3% | -57.4% |
| 5Y | -54.6% | +53.7% | -108.3% | -72.6% |
| 10Y | +21.5% | +220.0% | -198.5% | -70.4% |
| All | +2,484.9% | +346.0% | +2,138.9% | +475.2% |
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