-92.9%
MVST vs VT
+59.7%
-152.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +1.7% | +8.4% | +6.8% |
| 7D | +7.3% | -0.3% | +7.6% | +8.3% |
| 30D | +8.0% | -1.4% | +9.4% | +11.8% |
| 3M | -23.0% | -1.4% | -21.6% | -19.8% |
| 6M | -64.4% | +5.5% | -69.9% | -66.5% |
| YTD | -76.2% | +12.8% | -89.1% | -80.0% |
| 1Y | -86.6% | +15.4% | -102.1% | -89.2% |
| 3Y | -53.2% | +76.9% | -130.0% | -82.7% |
| All | -92.9% | +59.7% | -152.6% | -96.9% |
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