+703.1%
MRK vs VT
+346.0%
+357.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.3% |
| 7D | -1.9% | -2.3% | +0.5% | -0.5% |
| 30D | +2.8% | -5.0% | +7.7% | +5.8% |
| 3M | +15.0% | -4.9% | +19.9% | +18.4% |
| 6M | +30.9% | -1.5% | +32.4% | +31.5% |
| YTD | +42.3% | +8.5% | +33.8% | +34.5% |
| 1Y | +76.1% | +11.4% | +64.7% | +63.8% |
| 3Y | +54.1% | +70.1% | -16.0% | +9.2% |
| 5Y | +109.5% | +53.7% | +55.8% | +55.1% |
| 10Y | +254.8% | +220.0% | +34.8% | +57.5% |
| All | +703.1% | +346.0% | +357.1% | +145.9% |
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 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