+35.5%
MNRS price history and return analytics
+34.9%
+0.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -1.2% |
| 7D | +11.2% | -0.1% | +11.4% | +11.8% |
| 30D | +10.9% | -0.7% | +11.6% | +13.4% |
| 3M | -17.4% | +4.0% | -21.4% | -24.6% |
| 6M | +28.0% | +12.3% | +15.8% | -1.6% |
| YTD | +20.3% | +14.0% | +6.2% | -9.1% |
| 1Y | +13.4% | +20.3% | -6.9% | -22.6% |
| All | +35.5% | +34.9% | +0.6% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling