+35.7%
MORT price history and return analytics
+384.9%
-349.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.6% |
| 7D | -7.6% | +2.9% | -10.5% | -9.8% |
| 30D | -6.6% | -2.5% | -4.1% | -4.7% |
| 3M | -24.7% | -3.3% | -21.3% | -22.5% |
| 6M | -24.3% | +1.5% | -25.8% | -25.5% |
| YTD | -23.4% | +11.4% | -34.7% | -30.5% |
| 1Y | -20.6% | +11.9% | -32.5% | -28.3% |
| 3Y | -0.7% | +73.9% | -74.6% | -38.6% |
| 5Y | -31.8% | +57.9% | -89.7% | -54.2% |
| 10Y | -8.2% | +222.6% | -230.8% | -61.5% |
| All | +35.7% | +384.9% | -349.2% | -55.2% |
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