+1,036.3%
MO vs VT
+346.0%
+690.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -2.4% | -2.3% | -0.1% | -1.5% |
| 30D | +9.7% | -5.0% | +14.7% | +12.1% |
| 3M | +14.1% | -4.9% | +19.0% | +16.5% |
| 6M | +11.9% | -1.5% | +13.4% | +11.8% |
| YTD | +38.4% | +8.5% | +29.9% | +31.7% |
| 1Y | +41.9% | +11.4% | +30.5% | +33.2% |
| 3Y | +134.5% | +70.1% | +64.4% | +76.1% |
| 5Y | +147.3% | +53.7% | +93.6% | +93.0% |
| 10Y | +135.2% | +220.0% | -84.7% | +27.1% |
| All | +1,036.3% | +346.0% | +690.3% | +425.2% |
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