-93.6%
MVST vs VT
+53.4%
-147.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.2% | +9.4% | +9.1% |
| 7D | +10.5% | -2.3% | +12.9% | +16.8% |
| 30D | +2.1% | -5.0% | +7.1% | +14.3% |
| 3M | -19.6% | -4.9% | -14.7% | -9.5% |
| 6M | -67.9% | -1.5% | -66.4% | -65.4% |
| YTD | -77.5% | +8.5% | -86.0% | -79.5% |
| 1Y | -87.0% | +11.4% | -98.4% | -88.6% |
| 3Y | -54.4% | +70.1% | -124.5% | -81.7% |
| All | -93.6% | +53.4% | -147.0% | -97.0% |
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