-97.8%
MRNO vs VT
+80.3%
-178.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | +2.4% | -0.1% | +2.5% | +2.4% |
| 30D | -3.2% | -0.7% | -2.5% | -3.1% |
| 3M | -23.8% | +4.0% | -27.8% | -23.8% |
| 6M | -65.9% | +12.3% | -78.2% | -66.3% |
| YTD | -62.8% | +14.0% | -76.8% | -63.0% |
| 1Y | -95.7% | +20.3% | -116.0% | -95.7% |
| 3Y | -98.0% | +75.4% | -173.5% | -97.9% |
| All | -97.8% | +80.3% | -178.1% | -97.7% |
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