-9.3%
MKTW vs VT
+76.6%
-85.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | +2.9% | +1.0% | +1.9% | +1.9% |
| 30D | -8.1% | -0.2% | -7.9% | -7.9% |
| 3M | +11.0% | +4.5% | +6.4% | +5.5% |
| 6M | +32.7% | +14.1% | +18.7% | +13.7% |
| YTD | +31.2% | +14.8% | +16.4% | +11.4% |
| 1Y | +13.2% | +21.2% | -8.0% | -11.4% |
| 3Y | -9.3% | +76.6% | -85.9% | -61.9% |
| All | -9.3% | +76.6% | -85.9% | -61.9% |
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 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