-40.5%
MNDO vs VT
+57.0%
-97.5%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +47.7% | +2.4% | +45.3% | +46.6% |
| 30D | +38.0% | -1.5% | +39.5% | +38.5% |
| 3M | +24.5% | -4.1% | +28.6% | +25.9% |
| 6M | +36.6% | +0.6% | +36.0% | +36.3% |
| YTD | +10.4% | +11.0% | -0.6% | +7.2% |
| 1Y | +5.0% | +13.3% | -8.4% | +1.3% |
| 3Y | -14.3% | +73.4% | -87.7% | -27.6% |
| All | -40.5% | +57.0% | -97.5% | -46.8% |
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 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