-66.0%
MRLN vs VT
+36.9%
-102.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.1% | +0.4% | +1.7% | +1.9% |
| 30D | -19.3% | +1.0% | -20.3% | -19.6% |
| 3M | -53.3% | +2.4% | -55.7% | -54.0% |
| 6M | -68.0% | +12.0% | -80.0% | -70.1% |
| YTD | -68.8% | +15.3% | -84.1% | -70.9% |
| 1Y | -67.7% | +22.6% | -90.3% | -69.9% |
| All | -66.0% | +36.9% | -102.9% | -68.4% |
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 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