+1,976.8%
MAR price history and return analytics
+360.7%
+1,616.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -1.1% |
| 7D | +1.0% | -0.7% | +1.7% | +1.6% |
| 30D | +16.2% | -1.7% | +18.0% | +18.2% |
| 3M | +23.1% | -2.3% | +25.4% | +25.8% |
| 6M | +22.0% | +1.5% | +20.4% | +18.6% |
| YTD | +39.2% | +12.0% | +27.1% | +21.0% |
| 1Y | +48.3% | +12.9% | +35.4% | +27.7% |
| 3Y | +123.4% | +74.9% | +48.4% | +17.4% |
| 5Y | +185.4% | +59.9% | +125.5% | +67.7% |
| 10Y | +539.2% | +224.6% | +314.6% | +75.3% |
| All | +1,976.8% | +360.7% | +1,616.2% | +326.4% |
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