-59.7%
MKTX price history and return analytics
+65.7%
-125.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -0.6% |
| 7D | -0.2% | -1.1% | +0.9% | +0.4% |
| 30D | +0.7% | -1.0% | +1.7% | +1.3% |
| 3M | +40.8% | +3.2% | +37.6% | +38.1% |
| 6M | -8.0% | +12.5% | -20.5% | -14.8% |
| YTD | -8.7% | +14.1% | -22.8% | -16.4% |
| 1Y | -11.8% | +18.9% | -30.7% | -21.7% |
| 3Y | -24.0% | +74.1% | -98.1% | -52.3% |
| All | -59.7% | +65.7% | -125.4% | -74.6% |
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