+14.6%
MMI vs VT
+223.7%
-209.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.6% | -7.5% | -7.7% |
| 7D | -9.3% | +0.4% | -9.7% | -9.9% |
| 30D | -6.5% | -2.6% | -3.9% | -4.0% |
| 3M | -15.5% | -3.2% | -12.2% | -12.6% |
| 6M | -12.5% | +0.9% | -13.5% | -14.4% |
| YTD | -1.5% | +11.3% | -12.8% | -14.2% |
| 1Y | -8.2% | +14.0% | -22.2% | -22.2% |
| 3Y | -7.6% | +75.8% | -83.4% | -52.5% |
| 5Y | -41.5% | +57.8% | -99.3% | -65.6% |
| 10Y | +14.6% | +219.8% | -205.2% | -67.2% |
| All | +14.6% | +223.7% | -209.1% | -67.2% |
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 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