-19.4%
MNKD vs VT
+53.4%
-72.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.4% |
| 7D | +11.4% | -2.3% | +13.7% | +14.8% |
| 30D | +13.0% | -5.0% | +18.0% | +20.4% |
| 3M | +0.3% | -4.9% | +5.1% | +6.6% |
| 6M | +9.6% | -1.5% | +11.1% | +11.5% |
| YTD | -31.2% | +8.5% | -39.7% | -37.9% |
| 1Y | -31.6% | +11.4% | -43.0% | -40.4% |
| 3Y | +6.0% | +70.1% | -64.1% | -48.9% |
| All | -19.4% | +53.4% | -72.8% | -54.1% |
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