+152.9%
MORN price history and return analytics
+229.8%
-76.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.8% |
| 7D | -8.8% | -1.1% | -7.7% | -7.9% |
| 30D | -3.3% | -1.0% | -2.3% | -2.5% |
| 3M | +8.2% | +3.2% | +5.0% | +4.9% |
| 6M | +7.1% | +12.5% | -5.4% | -4.5% |
| YTD | -11.4% | +14.1% | -25.4% | -22.0% |
| 1Y | -24.9% | +18.9% | -43.8% | -36.5% |
| 3Y | -22.8% | +74.1% | -96.9% | -53.4% |
| 5Y | -29.0% | +66.9% | -95.9% | -55.4% |
| All | +152.9% | +229.8% | -76.9% | -1.6% |
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 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