+690.0%
MVV price history and return analytics
+371.8%
+318.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.2% |
| 7D | +2.1% | +1.0% | +1.1% | +0.1% |
| 30D | -6.7% | -0.2% | -6.4% | -6.2% |
| 3M | +2.0% | +4.5% | -2.5% | -6.7% |
| 6M | +18.5% | +14.1% | +4.5% | -8.7% |
| YTD | +24.8% | +14.8% | +10.0% | -4.8% |
| 1Y | +23.4% | +21.2% | +2.3% | -15.2% |
| 3Y | +73.6% | +76.6% | -3.0% | -40.1% |
| 5Y | +37.9% | +66.6% | -28.7% | -41.4% |
| 10Y | +224.3% | +222.3% | +2.0% | -49.9% |
| All | +690.0% | +371.8% | +318.2% | -13.2% |
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