+387.1%
MRVU vs VT
+9.0%
+378.1%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +5.1% |
| 7D | +14.1% | +1.0% | +13.1% | +6.3% |
| 30D | +0.1% | -0.2% | +0.4% | +2.6% |
| 3M | -52.7% | +4.5% | -57.3% | -58.0% |
| 6M | +286.1% | +14.1% | +272.0% | +167.2% |
| All | +387.1% | +9.0% | +378.1% | +246.7% |
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