-9.1%
MARS price history and return analytics
+8.8%
-17.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -1.4% |
| 7D | +5.1% | +2.4% | +2.7% | -0.4% |
| 30D | -1.4% | -1.5% | +0.1% | +2.8% |
| 3M | -20.3% | -4.1% | -16.2% | -11.1% |
| 6M | -37.3% | +0.6% | -37.9% | -36.6% |
| All | -9.1% | +8.8% | -17.9% | -19.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling