-16.7%
MMS vs VT
+15.2%
-31.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.7% | +3.0% | +4.5% |
| 7D | +10.8% | -0.3% | +11.1% | +10.8% |
| 30D | +25.9% | -1.4% | +27.4% | +26.0% |
| 3M | +8.8% | -1.4% | +10.2% | +8.9% |
| 6M | +7.4% | +5.5% | +1.9% | +5.6% |
| YTD | -19.4% | +12.8% | -32.2% | -21.2% |
| 1Y | -16.7% | +15.4% | -32.1% | -18.0% |
| All | -16.7% | +15.2% | -31.9% | -18.0% |
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 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