+94.1%
MRSK vs VT
+146.2%
-52.1%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | -0.2% | +1.0% | -1.2% | -0.8% |
| 3M | +2.5% | +2.4% | +0.1% | +1.1% |
| 6M | +7.0% | +12.0% | -5.0% | +0.4% |
| YTD | +7.8% | +15.3% | -7.5% | -0.5% |
| 1Y | +13.8% | +22.6% | -8.8% | +1.7% |
| 3Y | +36.3% | +74.7% | -38.3% | +1.0% |
| 5Y | +42.3% | +66.1% | -23.8% | +7.2% |
| All | +94.1% | +146.2% | -52.1% | +24.5% |
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