-75.2%
MKZR vs VT
+11.9%
-87.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.8% |
| 7D | +23.9% | +2.4% | +21.5% | +22.4% |
| 30D | -10.5% | -1.5% | -9.0% | -9.5% |
| 3M | -27.4% | -4.1% | -23.3% | -25.5% |
| 6M | -48.6% | +0.6% | -49.1% | -48.2% |
| YTD | -70.9% | +11.0% | -82.0% | -70.0% |
| 1Y | -75.2% | +13.3% | -88.5% | -73.9% |
| All | -75.2% | +11.9% | -87.1% | -73.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling