-87.9%
MKZR vs VT
+44.4%
-132.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.6% | +4.6% |
| 7D | -1.7% | -0.1% | -1.6% | -1.5% |
| 30D | -4.3% | -0.7% | -3.6% | -3.5% |
| 3M | -40.2% | +4.0% | -44.2% | -42.3% |
| 6M | -60.5% | +12.3% | -72.8% | -65.1% |
| YTD | -64.2% | +14.0% | -78.3% | -68.9% |
| 1Y | -73.4% | +20.3% | -93.7% | -78.4% |
| All | -87.9% | +44.4% | -132.2% | -92.0% |
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