-92.0%
MKZR vs VT
+40.9%
-132.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -2.1% |
| 7D | -7.7% | +0.4% | -8.1% | -8.0% |
| 30D | -28.9% | -2.6% | -26.3% | -27.0% |
| 3M | -41.3% | -3.2% | -38.1% | -39.4% |
| 6M | -61.6% | +0.9% | -62.5% | -62.0% |
| YTD | -76.4% | +11.3% | -87.7% | -79.0% |
| 1Y | -80.3% | +14.0% | -94.3% | -83.0% |
| All | -92.0% | +40.9% | -132.9% | -94.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling