-90.3%
MRLN vs VT
+31.5%
-121.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -3.6% |
| 7D | -0.4% | -0.1% | -0.3% | +0.4% |
| 30D | -23.8% | -3.1% | -20.8% | -20.8% |
| 3M | -78.6% | -3.5% | -75.1% | -77.5% |
| 6M | -88.4% | +0.5% | -88.9% | -88.2% |
| YTD | -91.1% | +10.8% | -101.9% | -91.3% |
| 1Y | -91.1% | +11.9% | -103.0% | -91.3% |
| All | -90.3% | +31.5% | -121.8% | -90.6% |
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