+27.2%
MMI vs VT
+215.5%
-188.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.4% |
| 7D | -0.9% | -2.3% | +1.4% | +1.7% |
| 30D | -1.7% | -5.0% | +3.3% | +3.9% |
| 3M | -11.7% | -4.9% | -6.8% | -6.9% |
| 6M | -3.6% | -1.5% | -2.0% | -2.8% |
| YTD | +3.5% | +8.5% | -5.0% | -7.0% |
| 1Y | -4.2% | +11.4% | -15.6% | -16.5% |
| 3Y | -9.9% | +70.1% | -80.0% | -51.8% |
| 5Y | -38.8% | +53.7% | -92.5% | -62.9% |
| All | +27.2% | +215.5% | -188.3% | -62.3% |
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