+85.2%
MEOH vs VT
+13.3%
+72.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +2.0% |
| 7D | +5.9% | -0.7% | +6.6% | +5.5% |
| 30D | +12.1% | -1.7% | +13.8% | +11.5% |
| 3M | +27.6% | -2.3% | +29.9% | +26.8% |
| 6M | +9.7% | +1.5% | +8.1% | +10.6% |
| YTD | +75.5% | +12.0% | +63.5% | +81.6% |
| 1Y | +85.2% | +12.9% | +72.4% | +90.1% |
| All | +85.2% | +13.3% | +72.0% | +90.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling