-32.2%
MATH vs VT
+69.7%
-102.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.6% | -3.5% |
| 7D | +1.1% | -2.3% | +3.4% | +3.0% |
| 30D | -1.0% | -5.0% | +4.0% | +3.4% |
| 3M | +16.8% | -4.9% | +21.6% | +21.6% |
| 6M | -9.0% | -1.5% | -7.5% | -8.5% |
| YTD | -51.9% | +8.5% | -60.4% | -55.7% |
| 1Y | -62.9% | +11.4% | -74.2% | -66.6% |
| 3Y | -32.2% | +70.1% | -102.3% | -44.1% |
| All | -32.2% | +69.7% | -102.0% | -44.1% |
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