-78.7%
MRT price history and return analytics
+66.2%
-144.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.6% |
| 7D | +2.5% | -1.1% | +3.6% | +3.0% |
| 30D | +12.5% | -1.0% | +13.5% | +13.0% |
| 3M | +14.4% | +3.2% | +11.2% | +12.3% |
| 6M | -3.7% | +12.5% | -16.2% | -9.9% |
| YTD | -12.7% | +14.1% | -26.7% | -19.0% |
| 1Y | -16.5% | +18.9% | -35.4% | -24.3% |
| 3Y | +179.4% | +74.1% | +105.3% | +129.2% |
| 5Y | -78.8% | +66.9% | -145.6% | -82.5% |
| All | -78.7% | +66.2% | -144.9% | -82.4% |
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