-25.7%
MORN price history and return analytics
+66.2%
-91.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.8% |
| 7D | -4.4% | +1.0% | -5.5% | -5.3% |
| 30D | -0.1% | -0.2% | +0.2% | +0.2% |
| 3M | +10.8% | +4.5% | +6.3% | +5.5% |
| 6M | +6.1% | +14.1% | -8.0% | -8.7% |
| YTD | -7.0% | +14.8% | -21.7% | -20.6% |
| 1Y | -21.4% | +21.2% | -42.6% | -37.1% |
| 3Y | -18.9% | +76.6% | -95.5% | -58.4% |
| 5Y | -25.7% | +66.6% | -92.3% | -58.0% |
| All | -25.7% | +66.2% | -91.9% | -58.0% |
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