-75.5%
MRVI vs VT
+106.3%
-181.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -4.7% | +0.4% | -5.1% | -5.2% |
| 30D | +14.2% | +1.0% | +13.2% | +12.9% |
| 3M | +46.7% | +2.4% | +44.3% | +41.8% |
| 6M | +91.6% | +12.0% | +79.6% | +66.6% |
| YTD | +125.2% | +15.3% | +109.9% | +89.3% |
| 1Y | +210.2% | +22.6% | +187.6% | +142.8% |
| 3Y | -28.9% | +74.7% | -103.6% | -61.6% |
| 5Y | -87.5% | +66.1% | -153.7% | -93.0% |
| All | -75.5% | +106.3% | -181.8% | -87.8% |
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