+286.8%
MORN price history and return analytics
+355.4%
-68.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +4.1% | -0.1% | +4.3% | +4.1% |
| 30D | +20.6% | -3.1% | +23.6% | +22.9% |
| 3M | +22.9% | -3.5% | +26.4% | +25.6% |
| 6M | +40.3% | +0.5% | +39.8% | +38.3% |
| YTD | +14.7% | +10.8% | +3.9% | +4.7% |
| 1Y | +15.9% | +11.9% | +4.0% | +4.9% |
| 3Y | -5.3% | +73.0% | -78.2% | -37.5% |
| 5Y | -18.2% | +58.6% | -76.8% | -42.0% |
| 10Y | +282.9% | +219.2% | +63.7% | +69.6% |
| All | +286.8% | +355.4% | -68.6% | +40.6% |
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 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