-100.0%
MRKR vs VT
+357.8%
-457.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -5.0% |
| 7D | 0.0% | +2.9% | -2.9% | -1.0% |
| 30D | -2.2% | -2.5% | +0.3% | -1.0% |
| 3M | -22.4% | -3.3% | -19.1% | -21.2% |
| 6M | -37.5% | +1.5% | -39.0% | -37.7% |
| YTD | -39.6% | +11.4% | -51.0% | -41.8% |
| 1Y | -4.3% | +11.9% | -16.2% | -7.9% |
| 3Y | -67.0% | +73.9% | -140.9% | -72.1% |
| 5Y | -93.7% | +57.9% | -151.6% | -94.5% |
| 10Y | -98.1% | +222.6% | -320.8% | -98.5% |
| All | -100.0% | +357.8% | -457.8% | -100.0% |
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