-41.5%
MAAY vs VT
+17.2%
-58.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.9% |
| 7D | +2.1% | +1.0% | +1.1% | +1.3% |
| 30D | +1.5% | -0.2% | +1.7% | +1.7% |
| 3M | -3.4% | +4.5% | -7.9% | -7.0% |
| 6M | -2.8% | +14.1% | -16.8% | -13.7% |
| YTD | -18.8% | +14.8% | -33.5% | -28.0% |
| All | -41.5% | +17.2% | -58.7% | -49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling