+130.2%
MRAM vs VT
+66.2%
+64.1%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.3% |
| 7D | -1.1% | +0.4% | -1.5% | -2.0% |
| 30D | +1.4% | +1.0% | +0.5% | -0.2% |
| 3M | -42.4% | +2.4% | -44.8% | -42.9% |
| 6M | +51.7% | +12.0% | +39.7% | +31.4% |
| YTD | +76.4% | +15.3% | +61.1% | +46.3% |
| 1Y | +155.8% | +22.6% | +133.2% | +95.3% |
| 3Y | +63.9% | +74.7% | -10.8% | -33.1% |
| All | +130.2% | +66.2% | +64.1% | +38.9% |
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