+262.3%
MRTN vs VT
+346.0%
-83.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.2% |
| 7D | +0.2% | -2.3% | +2.5% | +2.1% |
| 30D | -7.3% | -5.0% | -2.4% | -3.4% |
| 3M | -20.7% | -4.9% | -15.8% | -17.4% |
| 6M | -21.4% | -1.5% | -19.9% | -20.7% |
| YTD | +4.5% | +8.5% | -4.0% | -2.5% |
| 1Y | +22.0% | +11.4% | +10.6% | +11.3% |
| 3Y | -32.8% | +70.1% | -102.9% | -56.9% |
| 5Y | -27.0% | +53.7% | -80.7% | -49.4% |
| 10Y | +77.7% | +220.0% | -142.3% | -32.2% |
| All | +262.3% | +346.0% | -83.7% | +12.9% |
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