-76.7%
MAIA vs VT
+83.7%
-160.3%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.1% | -4.7% | -5.3% |
| 7D | -11.9% | -4.2% | -7.7% | -8.3% |
| 30D | -12.6% | -5.8% | -6.8% | -7.7% |
| 3M | -25.7% | -5.2% | -20.5% | -22.0% |
| 6M | -25.2% | +0.1% | -25.3% | -24.3% |
| YTD | -32.0% | +8.2% | -40.3% | -34.8% |
| 1Y | -8.0% | +10.1% | -18.1% | -12.3% |
| 3Y | -51.2% | +69.7% | -120.8% | -61.2% |
| All | -76.7% | +83.7% | -160.3% | -80.0% |
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