+618.1%
MVV vs VT
+346.0%
+272.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +0.8% |
| 7D | -3.4% | -2.3% | -1.1% | +1.4% |
| 30D | -2.7% | -5.0% | +2.3% | +8.0% |
| 3M | -12.8% | -4.9% | -8.0% | -3.3% |
| 6M | -9.1% | -1.5% | -7.5% | -5.9% |
| YTD | +13.4% | +8.5% | +5.0% | -2.9% |
| 1Y | +19.8% | +11.4% | +8.4% | -2.5% |
| 3Y | +75.6% | +70.1% | +5.5% | -34.9% |
| 5Y | +10.0% | +53.7% | -43.8% | -45.1% |
| 10Y | +234.6% | +220.0% | +14.7% | -47.2% |
| All | +618.1% | +346.0% | +272.1% | -11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling