-52.2%
MAAY vs VT
+10.8%
-63.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.5% |
| 7D | -2.8% | -2.3% | -0.5% | -1.2% |
| 30D | -12.5% | -5.0% | -7.5% | -9.2% |
| 3M | -18.7% | -4.9% | -13.8% | -15.7% |
| 6M | -19.0% | -1.5% | -17.4% | -18.6% |
| YTD | -33.7% | +8.5% | -42.2% | -38.8% |
| 1Y | -50.8% | +11.4% | -62.2% | -55.7% |
| All | -52.2% | +10.8% | -63.0% | -56.8% |
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