+21.3%
MNDO vs VT
+221.4%
-200.2%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -1.0% | +1.0% | -2.0% | -1.3% |
| 30D | -2.0% | -0.2% | -1.7% | -1.9% |
| 3M | +8.7% | +4.5% | +4.2% | +7.1% |
| 6M | -20.0% | +14.1% | -34.1% | -23.3% |
| YTD | -13.0% | +14.8% | -27.8% | -16.8% |
| 1Y | -16.0% | +21.2% | -37.2% | -21.1% |
| 3Y | -34.7% | +76.6% | -111.2% | -46.1% |
| 5Y | -53.7% | +66.6% | -120.3% | -61.3% |
| 10Y | +21.3% | +222.3% | -201.0% | -19.8% |
| All | +21.3% | +221.4% | -200.2% | -19.8% |
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