+143.3%
MRBK vs VT
+156.4%
-13.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -3.1% | -0.1% | -2.9% | -3.0% |
| 30D | -9.4% | -3.1% | -6.3% | -8.1% |
| 3M | -12.8% | -3.5% | -9.3% | -11.5% |
| 6M | -6.5% | +0.5% | -6.9% | -6.9% |
| YTD | -1.8% | +10.8% | -12.6% | -6.6% |
| 1Y | +17.3% | +11.9% | +5.4% | +11.1% |
| 3Y | +70.5% | +73.0% | -2.4% | +35.2% |
| 5Y | +29.8% | +58.6% | -28.8% | +5.5% |
| All | +143.3% | +156.4% | -13.1% | +66.0% |
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