+891.8%
MRCY vs VT
+374.2%
+517.6%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -6.9% | +0.4% | -7.4% | -7.3% |
| 30D | -23.3% | +1.0% | -24.3% | -24.0% |
| 3M | -30.0% | +2.4% | -32.4% | -31.3% |
| 6M | -7.6% | +12.0% | -19.6% | -17.2% |
| YTD | +12.9% | +15.3% | -2.4% | -1.8% |
| 1Y | +21.4% | +22.6% | -1.2% | -0.5% |
| 3Y | +111.6% | +74.7% | +36.9% | +17.0% |
| 5Y | +65.8% | +66.1% | -0.3% | -4.3% |
| 10Y | +260.2% | +225.0% | +35.2% | +0.3% |
| All | +891.8% | +374.2% | +517.6% | +77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling