-86.6%
MRAL vs VT
+40.1%
-126.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.2% |
| 7D | +10.2% | +0.4% | +9.7% | +8.8% |
| 30D | -8.0% | +1.0% | -9.0% | -11.4% |
| 3M | -49.3% | +2.4% | -51.7% | -50.6% |
| 6M | -3.9% | +12.0% | -15.9% | -36.9% |
| YTD | -17.3% | +15.3% | -32.6% | -48.6% |
| 1Y | -77.4% | +22.6% | -100.0% | -88.5% |
| All | -86.6% | +40.1% | -126.7% | -95.5% |
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