+128.2%
MEOH vs VT
+215.5%
-87.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.0% |
| 7D | -7.3% | -2.3% | -5.0% | -4.8% |
| 30D | +9.8% | -5.0% | +14.8% | +16.7% |
| 3M | +22.3% | -4.9% | +27.2% | +29.1% |
| 6M | +7.0% | -1.5% | +8.5% | +6.1% |
| YTD | +68.6% | +8.5% | +60.2% | +42.1% |
| 1Y | +87.0% | +11.4% | +75.6% | +51.3% |
| 3Y | +60.7% | +70.1% | -9.3% | -30.1% |
| 5Y | +52.7% | +53.7% | -1.0% | -22.4% |
| All | +128.2% | +215.5% | -87.3% | -59.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling