+25.2%
MMSI vs VT
+66.2%
-41.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -1.0% | +0.4% | -1.4% | -1.4% |
| 30D | +2.8% | +1.0% | +1.8% | +1.9% |
| 3M | +42.1% | +2.4% | +39.8% | +38.7% |
| 6M | +20.8% | +12.0% | +8.8% | +8.5% |
| YTD | +1.7% | +15.3% | -13.7% | -11.2% |
| 1Y | -2.8% | +22.6% | -25.4% | -19.9% |
| 3Y | +37.2% | +74.7% | -37.5% | -19.2% |
| All | +25.2% | +66.2% | -41.0% | -22.8% |
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