+61.7%
MRCY vs VT
+58.5%
+3.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.9% |
| 7D | +27.3% | +2.9% | +24.4% | +23.6% |
| 30D | +8.8% | -2.5% | +11.3% | +12.1% |
| 3M | -25.3% | -3.3% | -21.9% | -22.2% |
| 6M | -9.6% | +1.5% | -11.2% | -10.1% |
| YTD | +14.3% | +11.4% | +2.9% | +4.6% |
| 1Y | +14.1% | +11.9% | +2.2% | +4.1% |
| 3Y | +157.8% | +73.9% | +83.9% | +61.1% |
| 5Y | +61.7% | +57.9% | +3.8% | +6.4% |
| All | +61.7% | +58.5% | +3.1% | +6.4% |
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