-79.0%
MRT price history and return analytics
+63.7%
-142.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.4% |
| 7D | -9.7% | -2.0% | -7.7% | -8.8% |
| 30D | +13.9% | -1.4% | +15.3% | +14.6% |
| 3M | +13.3% | +4.7% | +8.5% | +10.2% |
| 6M | -4.2% | +11.4% | -15.6% | -9.9% |
| YTD | -13.5% | +13.1% | -26.6% | -19.4% |
| 1Y | -14.9% | +19.0% | -34.0% | -22.9% |
| 3Y | +162.8% | +73.9% | +88.9% | +116.9% |
| 5Y | -79.0% | +65.4% | -144.4% | -82.7% |
| All | -79.0% | +63.7% | -142.6% | -82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling