+19.1%
MRNY vs VT
+85.3%
-66.2%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.9% |
| 7D | -8.2% | -0.1% | -8.0% | -8.0% |
| 30D | +118.2% | -0.7% | +118.9% | +121.4% |
| 3M | +157.0% | +4.0% | +153.0% | +145.6% |
| 6M | +130.3% | +12.3% | +118.0% | +98.5% |
| YTD | +280.6% | +14.0% | +266.6% | +222.0% |
| 1Y | +320.1% | +20.3% | +299.8% | +231.2% |
| All | +19.1% | +85.3% | -66.2% | -41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling