-55.4%
MARO price history and return analytics
+34.7%
-90.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +0.6% |
| 7D | +4.0% | -1.1% | +5.1% | +6.6% |
| 30D | +14.3% | -1.0% | +15.3% | +17.2% |
| 3M | -12.7% | +3.2% | -15.8% | -18.0% |
| 6M | +15.8% | +12.5% | +3.3% | -9.3% |
| YTD | +6.7% | +14.1% | -7.3% | -17.3% |
| 1Y | -39.0% | +18.9% | -58.0% | -56.0% |
| All | -55.4% | +34.7% | -90.1% | -72.0% |
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 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