-80.3%
MNTN vs VT
+30.5%
-110.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.6% | -5.2% | -7.2% |
| 7D | -44.8% | +0.4% | -45.2% | -40.1% |
| 30D | -49.1% | -2.6% | -46.5% | -43.0% |
| 3M | -53.3% | -3.2% | -50.0% | -47.3% |
| 6M | -39.4% | +0.9% | -40.3% | -34.2% |
| YTD | -56.5% | +11.3% | -67.8% | -58.7% |
| 1Y | -63.9% | +14.0% | -77.9% | -66.9% |
| All | -80.3% | +30.5% | -110.8% | -87.5% |
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