+80.5%
MRNY vs VT
+81.0%
-0.5%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.3% | -6.0% |
| 7D | -5.4% | +2.9% | -8.2% | -9.1% |
| 30D | +3.4% | -2.5% | +5.9% | +8.0% |
| 3M | +219.6% | -3.3% | +222.9% | +239.9% |
| 6M | +263.1% | +1.5% | +261.5% | +262.1% |
| YTD | +476.7% | +11.4% | +465.3% | +409.1% |
| 1Y | +497.8% | +11.9% | +485.9% | +425.1% |
| 3Y | +101.1% | +73.9% | +27.2% | +7.3% |
| All | +80.5% | +81.0% | -0.5% | -6.7% |
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 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