+148.0%
MO vs VT
+53.4%
+94.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | -2.4% | -2.3% | -0.1% | -2.2% |
| 30D | +9.7% | -5.0% | +14.7% | +10.4% |
| 3M | +14.1% | -4.9% | +19.0% | +14.8% |
| 6M | +11.9% | -1.5% | +13.4% | +11.7% |
| YTD | +38.4% | +8.5% | +29.9% | +35.2% |
| 1Y | +41.9% | +11.4% | +30.5% | +37.7% |
| 3Y | +134.5% | +70.1% | +64.4% | +96.9% |
| All | +148.0% | +53.4% | +94.6% | +104.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling