+316.2%
MMT vs VT
+57.4%
+258.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +309.3% | +2.6% | +306.7% | +307.0% |
| 7D | +313.1% | +0.4% | +312.8% | +313.4% |
| 30D | +323.1% | -2.6% | +325.7% | +327.2% |
| 3M | +307.6% | -3.2% | +310.8% | +312.3% |
| 6M | +308.3% | +0.9% | +307.3% | +307.1% |
| YTD | +310.3% | +11.3% | +299.0% | +295.8% |
| 1Y | +315.4% | +14.0% | +301.4% | +297.5% |
| 3Y | +438.0% | +75.8% | +362.2% | +338.6% |
| 5Y | +316.2% | +57.8% | +258.4% | +242.9% |
| All | +316.2% | +57.4% | +258.8% | +242.9% |
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