+428.7%
MRVU vs VT
+8.3%
+420.4%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.6% | +9.2% | +12.7% |
| 7D | +28.6% | -0.1% | +28.7% | +28.8% |
| 30D | +19.8% | -0.7% | +20.5% | +25.6% |
| 3M | -39.6% | +4.0% | -43.6% | -44.7% |
| 6M | +292.6% | +12.3% | +280.3% | +184.5% |
| All | +428.7% | +8.3% | +420.4% | +290.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling