-79.2%
MRT price history and return analytics
+63.3%
-142.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -5.0% | -4.4% |
| 7D | -0.5% | -0.7% | +0.2% | -0.1% |
| 30D | +12.2% | -1.7% | +14.0% | +13.2% |
| 3M | +12.2% | -2.3% | +14.5% | +13.5% |
| 6M | -1.5% | +1.5% | -3.0% | -2.6% |
| YTD | -14.8% | +12.0% | -26.8% | -20.2% |
| 1Y | -16.9% | +12.9% | -29.7% | -22.5% |
| 3Y | +316.5% | +74.9% | +241.5% | +246.9% |
| 5Y | -79.5% | +59.9% | -139.5% | -83.1% |
| All | -79.2% | +63.3% | -142.4% | -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 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