+9.9%
MRVI vs VT
+69.7%
-59.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.2% | +7.5% | +7.4% |
| 7D | -3.7% | -2.3% | -1.4% | +0.3% |
| 30D | +1.2% | -5.0% | +6.2% | +10.3% |
| 3M | +20.3% | -4.9% | +25.2% | +31.3% |
| 6M | +90.9% | -1.5% | +92.4% | +96.4% |
| YTD | +131.4% | +8.5% | +122.9% | +106.1% |
| 1Y | +160.2% | +11.4% | +148.8% | +123.0% |
| 3Y | +9.9% | +70.1% | -60.1% | -59.7% |
| All | +9.9% | +69.7% | -59.8% | -59.7% |
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 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