+159.6%
MRVI vs VT
+13.3%
+146.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -9.8% | -1.6% | -8.2% | -7.4% |
| 30D | -5.7% | -2.5% | -3.2% | -1.6% |
| 3M | +16.0% | -1.3% | +17.3% | +19.4% |
| 6M | +99.7% | +3.1% | +96.6% | +89.9% |
| YTD | +129.2% | +10.9% | +118.3% | +94.5% |
| All | +159.6% | +13.3% | +146.3% | +111.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling