+2.2%
MNDO vs VT
+223.7%
-221.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | +0.3% |
| 7D | 0.0% | +0.4% | -0.4% | -0.1% |
| 30D | -8.4% | -2.6% | -5.8% | -7.7% |
| 3M | -14.7% | -3.2% | -11.5% | -13.9% |
| 6M | -12.1% | +0.9% | -13.1% | -12.4% |
| YTD | -24.3% | +11.3% | -35.7% | -26.9% |
| 1Y | -17.1% | +14.0% | -31.1% | -20.7% |
| 3Y | -41.0% | +75.8% | -116.8% | -51.2% |
| 5Y | -60.2% | +57.8% | -118.0% | -66.1% |
| 10Y | +2.2% | +219.8% | -217.6% | -32.2% |
| All | +2.2% | +223.7% | -221.5% | -32.2% |
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