+12.6%
MMU vs VT
+215.5%
-202.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | 0.0% | -2.3% | +2.3% | +0.6% |
| 30D | +7.7% | -5.0% | +12.7% | +9.2% |
| 3M | -3.3% | -4.9% | +1.5% | -2.0% |
| 6M | -3.7% | -1.5% | -2.1% | -3.4% |
| YTD | -3.6% | +8.5% | -12.1% | -6.0% |
| 1Y | -1.3% | +11.4% | -12.6% | -4.4% |
| 3Y | +26.0% | +70.1% | -44.1% | +7.5% |
| 5Y | -6.3% | +53.7% | -60.0% | -18.0% |
| All | +12.6% | +215.5% | -202.9% | -30.4% |
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