-98.0%
MRKR vs VT
+229.8%
-327.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -5.2% |
| 7D | -2.5% | -1.1% | -1.4% | -1.3% |
| 30D | -0.9% | -1.0% | +0.1% | +0.3% |
| 3M | -16.1% | +3.2% | -19.2% | -19.3% |
| 6M | -16.1% | +12.5% | -28.5% | -27.8% |
| YTD | -22.8% | +14.1% | -36.9% | -35.0% |
| 1Y | +18.6% | +18.9% | -0.3% | -4.6% |
| 3Y | -81.3% | +74.1% | -155.4% | -90.2% |
| 5Y | -93.9% | +66.9% | -160.8% | -96.6% |
| All | -98.0% | +229.8% | -327.8% | -99.4% |
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 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