+1,972.4%
MAR price history and return analytics
+355.4%
+1,616.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.1% | +3.2% |
| 7D | +2.9% | -0.1% | +3.0% | +2.8% |
| 30D | +17.0% | -3.1% | +20.1% | +20.9% |
| 3M | +23.2% | -3.5% | +26.7% | +27.7% |
| 6M | +21.7% | +0.5% | +21.3% | +19.8% |
| YTD | +38.9% | +10.8% | +28.1% | +22.3% |
| 1Y | +48.7% | +11.9% | +36.8% | +29.4% |
| 3Y | +122.9% | +73.0% | +49.9% | +18.6% |
| 5Y | +177.5% | +58.6% | +118.9% | +64.6% |
| 10Y | +537.5% | +219.2% | +318.4% | +78.2% |
| All | +1,972.4% | +355.4% | +1,616.9% | +331.0% |
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 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