+261.2%
MRX vs VT
+49.9%
+211.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.6% | +1.6% |
| 7D | +2.7% | -2.3% | +5.1% | +5.4% |
| 30D | -7.9% | -5.0% | -3.0% | -2.9% |
| 3M | +6.4% | -4.9% | +11.3% | +12.3% |
| 6M | +32.8% | -1.5% | +34.4% | +35.0% |
| YTD | +74.1% | +8.5% | +65.7% | +59.8% |
| 1Y | +109.3% | +11.4% | +98.0% | +86.8% |
| All | +261.2% | +49.9% | +211.4% | +149.7% |
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 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