-50.7%
MNSO vs VT
+115.5%
-166.1%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -0.6% |
| 7D | -6.3% | -2.0% | -4.3% | -3.5% |
| 30D | -24.8% | -1.4% | -23.3% | -23.2% |
| 3M | -31.2% | +4.7% | -35.9% | -36.2% |
| 6M | -45.1% | +11.4% | -56.4% | -53.6% |
| YTD | -50.5% | +13.1% | -63.6% | -59.2% |
| 1Y | -63.3% | +19.0% | -82.4% | -72.1% |
| 3Y | -63.4% | +73.9% | -137.3% | -84.5% |
| 5Y | -25.7% | +65.4% | -91.1% | -63.9% |
| All | -50.7% | +115.5% | -166.1% | -82.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling