+835.1%
MNDO vs VT
+346.0%
+489.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.2% |
| 7D | -3.4% | -2.3% | -1.1% | -2.6% |
| 30D | -11.3% | -5.0% | -6.4% | -9.8% |
| 3M | -15.7% | -4.9% | -10.8% | -14.3% |
| 6M | -14.9% | -1.5% | -13.3% | -14.4% |
| YTD | -25.2% | +8.5% | -33.7% | -27.4% |
| 1Y | -18.9% | +11.4% | -30.2% | -22.0% |
| 3Y | -42.0% | +70.1% | -112.1% | -52.1% |
| 5Y | -59.6% | +53.7% | -113.3% | -65.7% |
| 10Y | +2.4% | +220.0% | -217.5% | -34.1% |
| All | +835.1% | +346.0% | +489.1% | +460.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling