+785.1%
MRCY vs VT
+346.0%
+439.1%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | +0.2% | +12.0% | +11.9% |
| 7D | -5.1% | -2.3% | -2.8% | -2.6% |
| 30D | -7.8% | -5.0% | -2.8% | -2.3% |
| 3M | -32.4% | -4.9% | -27.5% | -28.5% |
| 6M | -19.8% | -1.5% | -18.2% | -17.6% |
| YTD | +0.7% | +8.5% | -7.7% | -6.2% |
| 1Y | -2.4% | +11.4% | -13.8% | -11.5% |
| 3Y | +98.0% | +70.1% | +27.9% | +12.8% |
| 5Y | +41.4% | +53.7% | -12.3% | -11.0% |
| 10Y | +184.3% | +220.0% | -35.7% | -19.3% |
| All | +785.1% | +346.0% | +439.1% | +69.5% |
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 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