+18.9%
MORT price history and return analytics
+76.6%
-57.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +0.8% | +1.0% | -0.2% | -0.1% |
| 30D | -1.6% | -0.2% | -1.4% | -1.4% |
| 3M | +2.9% | +4.5% | -1.6% | -1.3% |
| 6M | +0.1% | +14.1% | -13.9% | -11.6% |
| YTD | 0.0% | +14.8% | -14.7% | -12.4% |
| 1Y | -0.6% | +21.2% | -21.8% | -17.7% |
| 3Y | +18.9% | +76.6% | -57.7% | -42.0% |
| All | +18.9% | +76.6% | -57.7% | -42.0% |
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 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