+347.8%
MRNY vs VT
+23.3%
+324.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | +4.5% | +0.4% | +4.1% | +3.6% |
| 30D | +142.8% | +1.0% | +141.8% | +140.7% |
| 3M | +159.1% | +2.4% | +156.8% | +152.3% |
| 6M | +139.8% | +12.0% | +127.8% | +108.7% |
| YTD | +303.4% | +15.3% | +288.1% | +234.7% |
| 1Y | +347.8% | +22.6% | +325.2% | +213.9% |
| All | +347.8% | +23.3% | +324.4% | +213.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling