+617.5%
MMSI vs VT
+374.2%
+243.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.9% |
| YTD | +1.7% | +15.3% | -13.7% | -10.7% |
| 1Y | -2.8% | +22.6% | -25.4% | -19.1% |
| 3Y | +37.2% | +74.7% | -37.5% | -15.9% |
| 5Y | +22.8% | +66.1% | -43.4% | -21.5% |
| 10Y | +265.9% | +225.0% | +40.9% | +38.3% |
| All | +617.5% | +374.2% | +243.3% | +79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling