+15.0%
MORN vs VT
+11.9%
+3.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.2% |
| 7D | -0.4% | +2.9% | -3.3% | +0.2% |
| 30D | +20.4% | -2.5% | +22.9% | +19.7% |
| 3M | +24.9% | -3.3% | +28.2% | +24.0% |
| 6M | +40.8% | +1.5% | +39.2% | +41.4% |
| YTD | +14.5% | +11.4% | +3.1% | +12.7% |
| 1Y | +15.0% | +11.9% | +3.1% | +13.2% |
| All | +15.0% | +11.9% | +3.2% | +13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling