-81.0%
MNTK vs VT
+88.6%
-169.6%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +26.0% | +0.4% | +25.5% | +25.4% |
| 30D | +30.4% | +1.0% | +29.4% | +28.9% |
| 3M | +31.2% | +2.4% | +28.8% | +26.4% |
| 6M | +37.7% | +12.0% | +25.7% | +15.5% |
| YTD | +33.5% | +15.3% | +18.2% | +6.4% |
| 1Y | +8.3% | +22.6% | -14.3% | -20.5% |
| 3Y | -77.0% | +74.7% | -151.7% | -89.4% |
| 5Y | -74.7% | +66.1% | -140.8% | -86.3% |
| All | -81.0% | +88.6% | -169.6% | -92.6% |
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