+286.0%
MRX vs VT
+53.4%
+232.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.1% | -1.0% |
| 7D | +6.9% | +2.4% | +4.5% | +4.5% |
| 30D | +1.9% | -1.5% | +3.4% | +3.8% |
| 3M | -2.1% | -4.1% | +2.1% | +2.5% |
| 6M | +22.0% | +0.6% | +21.5% | +21.5% |
| YTD | +86.1% | +11.0% | +75.1% | +66.9% |
| 1Y | +106.7% | +13.3% | +93.4% | +81.4% |
| All | +286.0% | +53.4% | +232.6% | +160.8% |
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 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