+24.2%
MVV vs VT
+13.3%
+10.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.5% | -0.4% |
| 7D | 0.0% | -0.7% | +0.7% | +1.5% |
| 30D | +3.6% | -1.7% | +5.4% | +7.3% |
| 3M | -9.0% | -2.3% | -6.7% | -4.6% |
| 6M | -0.1% | +1.5% | -1.6% | -2.4% |
| YTD | +21.7% | +12.0% | +9.7% | -3.0% |
| 1Y | +24.2% | +12.9% | +11.3% | -2.3% |
| All | +24.2% | +13.3% | +10.9% | -2.3% |
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