-93.6%
MRKR vs VT
+65.1%
-158.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.8% | -4.7% |
| 7D | -3.2% | -0.1% | -3.1% | -3.1% |
| 30D | +5.2% | -0.7% | +5.9% | +6.1% |
| 3M | -14.2% | +4.0% | -18.2% | -18.3% |
| 6M | -17.7% | +12.3% | -30.0% | -28.7% |
| YTD | -18.8% | +14.0% | -32.8% | -31.3% |
| 1Y | +42.4% | +20.3% | +22.1% | +13.6% |
| 3Y | -78.1% | +75.4% | -153.5% | -87.9% |
| All | -93.6% | +65.1% | -158.7% | -95.8% |
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