+344.9%
MRT vs VT
+74.0%
+270.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.2% | +4.3% |
| 7D | +1.4% | +2.4% | -0.9% | -1.2% |
| 30D | +18.6% | -1.5% | +20.1% | +20.6% |
| 3M | +19.3% | -4.1% | +23.4% | +25.0% |
| 6M | +1.0% | +0.6% | +0.4% | -1.3% |
| YTD | -11.4% | +11.0% | -22.4% | -25.3% |
| 1Y | -10.3% | +13.3% | -23.6% | -27.0% |
| 3Y | +344.9% | +73.4% | +271.5% | +56.0% |
| All | +344.9% | +74.0% | +270.9% | +56.0% |
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