-64.6%
MNSO vs VT
+74.2%
-138.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.6% |
| 7D | -4.1% | -0.1% | -3.9% | -3.9% |
| 30D | -26.3% | -0.7% | -25.6% | -25.7% |
| 3M | -30.1% | +4.0% | -34.1% | -33.8% |
| 6M | -44.3% | +12.3% | -56.6% | -52.4% |
| YTD | -49.6% | +14.0% | -63.6% | -57.9% |
| 1Y | -63.5% | +20.3% | -83.8% | -71.6% |
| All | -64.6% | +74.2% | -138.8% | -82.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling