+2,448.5%
MKTX price history and return analytics
+368.8%
+2,079.7%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | +0.3% | -0.1% | +0.4% | +0.4% |
| 30D | +1.0% | -0.7% | +1.6% | +1.6% |
| 3M | +40.8% | +4.0% | +36.8% | +35.2% |
| 6M | -10.9% | +12.3% | -23.2% | -21.5% |
| YTD | -8.6% | +14.0% | -22.6% | -21.0% |
| 1Y | -11.6% | +20.3% | -31.9% | -28.0% |
| 3Y | -24.5% | +75.4% | -100.0% | -60.1% |
| 5Y | -60.7% | +66.0% | -126.7% | -78.1% |
| 10Y | +5.1% | +228.2% | -223.1% | -74.8% |
| All | +2,448.5% | +368.8% | +2,079.7% | +441.8% |
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