+20.0%
MRNY vs VT
+83.8%
-63.7%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +2.0% |
| 7D | -6.1% | -2.0% | -4.1% | -3.4% |
| 30D | +120.0% | -1.4% | +121.5% | +125.7% |
| 3M | +166.7% | +4.7% | +161.9% | +152.6% |
| 6M | +134.9% | +11.4% | +123.5% | +104.8% |
| YTD | +283.6% | +13.1% | +270.5% | +228.4% |
| 1Y | +323.4% | +19.0% | +304.4% | +238.7% |
| All | +20.0% | +83.8% | -63.7% | -39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling