+194.7%
MRVI vs VT
+21.4%
+173.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.1% |
| 7D | -1.5% | +1.0% | -2.5% | -2.8% |
| 30D | +15.4% | -0.2% | +15.6% | +15.9% |
| 3M | +42.7% | +4.5% | +38.1% | +33.1% |
| 6M | +102.5% | +14.1% | +88.5% | +64.7% |
| YTD | +121.2% | +14.8% | +106.5% | +77.1% |
| 1Y | +194.7% | +21.2% | +173.5% | +88.7% |
| All | +194.7% | +21.4% | +173.3% | +88.7% |
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 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