-99.2%
MVIS vs VT
+58.0%
-157.1%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.5% | -6.8% | -6.1% |
| 7D | -10.9% | -0.1% | -10.7% | -10.5% |
| 30D | -4.2% | -3.1% | -1.1% | +3.6% |
| 3M | -69.1% | -3.5% | -65.6% | -66.0% |
| 6M | -88.6% | +0.5% | -89.0% | -88.7% |
| YTD | -90.8% | +10.8% | -101.5% | -92.6% |
| 1Y | -92.8% | +11.9% | -104.7% | -94.4% |
| 3Y | -96.1% | +73.0% | -169.1% | -98.9% |
| All | -99.2% | +58.0% | -157.1% | -99.6% |
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