-7.5%
MORT price history and return analytics
+222.7%
-230.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.5% |
| 7D | -7.6% | +2.9% | -10.5% | -10.2% |
| 30D | -6.6% | -2.5% | -4.1% | -4.4% |
| 3M | -24.7% | -3.3% | -21.3% | -22.2% |
| 6M | -24.3% | +1.5% | -25.8% | -25.8% |
| YTD | -23.4% | +11.4% | -34.7% | -31.7% |
| 1Y | -20.6% | +11.9% | -32.5% | -29.7% |
| 3Y | -0.7% | +73.9% | -74.6% | -44.3% |
| 5Y | -31.8% | +57.9% | -89.7% | -57.8% |
| All | -7.5% | +222.7% | -230.2% | -68.0% |
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 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