-25.3%
MNR vs VT
+76.5%
-101.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.2% | -9.7% | -9.6% |
| 7D | -15.0% | -2.3% | -12.7% | -14.2% |
| 30D | -15.6% | -5.0% | -10.6% | -13.8% |
| 3M | -30.5% | -4.9% | -25.6% | -29.1% |
| 6M | -27.7% | -1.5% | -26.2% | -27.6% |
| YTD | -8.8% | +8.5% | -17.3% | -13.6% |
| 1Y | -14.7% | +11.4% | -26.1% | -20.7% |
| 3Y | -24.5% | +70.1% | -94.6% | -43.0% |
| All | -25.3% | +76.5% | -101.8% | -44.4% |
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