+49.5%
MNTK vs VT
+13.0%
+36.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -0.6% |
| 7D | +15.4% | +0.4% | +15.0% | +15.5% |
| 30D | +9.9% | -2.6% | +12.5% | +13.3% |
| 3M | +55.3% | -3.2% | +58.5% | +61.3% |
| 6M | +109.0% | +0.9% | +108.1% | +111.6% |
| YTD | +66.5% | +11.3% | +55.2% | +54.3% |
| All | +49.5% | +13.0% | +36.4% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling