+598.5%
MMSI vs VT
+346.0%
+252.5%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.9% |
| 7D | +1.1% | -2.3% | +3.5% | +3.2% |
| 30D | +2.5% | -5.0% | +7.5% | +7.1% |
| 3M | -0.5% | -4.9% | +4.4% | +3.7% |
| 6M | +41.5% | -1.5% | +43.1% | +42.6% |
| YTD | -1.0% | +8.5% | -9.5% | -8.4% |
| 1Y | +0.8% | +11.4% | -10.5% | -8.9% |
| 3Y | +22.6% | +70.1% | -47.5% | -23.1% |
| 5Y | +25.6% | +53.7% | -28.1% | -14.2% |
| 10Y | +320.4% | +220.0% | +100.4% | +61.6% |
| All | +598.5% | +346.0% | +252.5% | +83.7% |
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 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