-50.9%
MNTN vs VT
+35.3%
-86.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | -2.1% | +0.4% | -2.6% | -2.5% |
| 30D | +24.2% | +1.0% | +23.2% | +23.1% |
| 3M | +33.6% | +2.4% | +31.3% | +31.1% |
| 6M | +30.4% | +12.0% | +18.4% | +14.2% |
| YTD | +8.5% | +15.3% | -6.9% | -8.8% |
| 1Y | -36.9% | +22.6% | -59.5% | -52.6% |
| All | -50.9% | +35.3% | -86.1% | -72.5% |
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 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