+26.1%
MMSI vs VT
+74.4%
-48.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +4.3% | -0.1% | +4.5% | +4.4% |
| 30D | +0.7% | -3.1% | +3.7% | +3.1% |
| 3M | -2.2% | -3.5% | +1.3% | +0.5% |
| 6M | +43.3% | +0.5% | +42.9% | +41.9% |
| YTD | -0.4% | +10.8% | -11.2% | -9.5% |
| 1Y | -0.6% | +11.9% | -12.5% | -10.6% |
| 3Y | +26.1% | +73.0% | -46.9% | -31.7% |
| All | +26.1% | +74.4% | -48.4% | -31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling