+4.3%
MNR vs VT
+87.7%
-83.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.5% | +0.4% | 0.0% | +0.3% |
| 30D | -2.2% | +1.0% | -3.2% | -2.7% |
| 3M | -6.0% | +2.4% | -8.4% | -7.1% |
| 6M | +3.9% | +12.0% | -8.1% | -2.2% |
| YTD | +27.4% | +15.3% | +12.1% | +17.7% |
| 1Y | +2.0% | +22.6% | -20.6% | -9.5% |
| All | +4.3% | +87.7% | -83.4% | -24.3% |
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