+35.9%
MVV price history and return analytics
+65.7%
-29.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | -0.4% |
| 7D | -3.8% | -1.1% | -2.7% | -1.4% |
| 30D | -9.7% | -1.0% | -8.7% | -7.6% |
| 3M | -4.1% | +3.2% | -7.3% | -10.4% |
| 6M | +15.0% | +12.5% | +2.5% | -11.1% |
| YTD | +21.6% | +14.1% | +7.5% | -8.6% |
| 1Y | +18.5% | +18.9% | -0.4% | -18.5% |
| 3Y | +68.9% | +74.1% | -5.2% | -46.8% |
| All | +35.9% | +65.7% | -29.8% | -47.8% |
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