+617.7%
MMT vs VT
+217.6%
+400.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.5% |
| 7D | +304.4% | -0.1% | +304.6% | +307.8% |
| 30D | +315.1% | -3.1% | +318.2% | +324.0% |
| 3M | +300.8% | -3.5% | +304.3% | +310.0% |
| 6M | +300.6% | +0.5% | +300.1% | +301.8% |
| YTD | +302.6% | +10.8% | +291.8% | +285.2% |
| 1Y | +304.2% | +11.9% | +292.3% | +284.8% |
| 3Y | +427.9% | +73.0% | +354.9% | +303.0% |
| 5Y | +307.8% | +58.6% | +249.2% | +223.0% |
| 10Y | +617.7% | +219.2% | +398.6% | +296.7% |
| All | +617.7% | +217.6% | +400.1% | +296.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling