+153.1%
MO vs VT
+59.8%
+93.3%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +1.2% |
| 7D | -0.8% | -0.7% | -0.1% | -0.7% |
| 30D | +8.0% | -1.7% | +9.7% | +8.2% |
| 3M | +20.9% | -2.3% | +23.2% | +21.2% |
| 6M | +16.3% | +1.5% | +14.8% | +15.7% |
| YTD | +40.7% | +12.0% | +28.7% | +36.9% |
| 1Y | +41.5% | +12.9% | +28.6% | +37.3% |
| 3Y | +141.5% | +74.9% | +66.6% | +102.3% |
| 5Y | +153.1% | +59.9% | +93.2% | +107.6% |
| All | +153.1% | +59.8% | +93.3% | +107.6% |
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 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