-95.3%
MRAL vs VT
+34.6%
-129.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | -0.5% | +20.2% | +22.3% |
| 7D | -0.4% | -0.1% | -0.2% | +3.7% |
| 30D | -49.3% | -3.1% | -46.2% | -35.4% |
| 3M | -54.4% | -3.5% | -50.9% | -38.9% |
| 6M | -80.1% | +0.5% | -80.6% | -76.3% |
| YTD | -70.8% | +10.8% | -81.6% | -75.5% |
| 1Y | -91.2% | +11.9% | -103.1% | -92.8% |
| All | -95.3% | +34.6% | -129.8% | -97.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling