+69.6%
MEOH vs VT
+74.4%
-4.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.8% |
| 7D | -2.6% | -0.1% | -2.5% | -2.9% |
| 30D | +9.6% | -3.1% | +12.7% | +12.2% |
| 3M | +23.6% | -3.5% | +27.1% | +26.6% |
| 6M | +13.8% | +0.5% | +13.3% | +10.6% |
| YTD | +73.1% | +10.8% | +62.3% | +46.3% |
| 1Y | +86.1% | +11.9% | +74.2% | +54.8% |
| 3Y | +69.6% | +73.0% | -3.4% | -34.1% |
| All | +69.6% | +74.4% | -4.9% | -34.1% |
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