-92.6%
MVIS vs VT
+10.5%
-103.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.5% | +1.2% |
| 7D | -14.1% | -2.3% | -11.8% | -9.5% |
| 30D | -23.7% | -5.0% | -18.7% | -13.8% |
| 3M | -64.4% | -4.9% | -59.5% | -59.6% |
| 6M | -88.3% | -1.5% | -86.7% | -87.9% |
| YTD | -90.7% | +8.5% | -99.2% | -92.5% |
| 1Y | -92.6% | +11.4% | -104.0% | -94.3% |
| All | -92.6% | +10.5% | -103.1% | -94.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling