+41.6%
MVFD vs VT
+45.7%
-4.1%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | +1.1% |
| 7D | +2.3% | -4.2% | +6.5% | +5.5% |
| 30D | +10.6% | -5.8% | +16.4% | +15.5% |
| 3M | +12.4% | -5.2% | +17.6% | +16.8% |
| 6M | +11.6% | +0.1% | +11.5% | +10.3% |
| YTD | +22.3% | +8.2% | +14.1% | +12.4% |
| 1Y | +24.3% | +10.1% | +14.2% | +12.4% |
| All | +41.6% | +45.7% | -4.1% | -0.3% |
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