-74.7%
MRVI vs VT
+98.7%
-173.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.5% |
| 7D | +0.3% | +2.4% | -2.1% | -2.6% |
| 30D | +15.1% | -1.5% | +16.6% | +18.3% |
| 3M | +30.4% | -4.1% | +34.6% | +38.9% |
| 6M | +72.5% | +0.6% | +72.0% | +72.2% |
| YTD | +132.0% | +11.0% | +121.0% | +106.3% |
| 1Y | +132.0% | +13.3% | +118.7% | +101.4% |
| 3Y | +52.3% | +73.4% | -21.1% | -15.5% |
| 5Y | -80.0% | +57.4% | -137.4% | -87.9% |
| All | -74.7% | +98.7% | -173.4% | -86.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling