-41.7%
MAAY vs VT
+17.8%
-59.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.1% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | -1.6% | +0.8% | -2.5% | -2.3% |
| 3M | -4.2% | +2.8% | -7.0% | -6.4% |
| 6M | -5.4% | +13.0% | -18.4% | -14.7% |
| YTD | -19.1% | +15.4% | -34.5% | -28.7% |
| All | -41.7% | +17.8% | -59.5% | -49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling