+92.9%
MMYT vs VT
+441.4%
-348.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.8% |
| 7D | -0.5% | +2.9% | -3.4% | -3.6% |
| 30D | +14.1% | -2.5% | +16.6% | +17.2% |
| 3M | -15.4% | -3.3% | -12.1% | -12.3% |
| 6M | +13.4% | +1.5% | +11.9% | +11.4% |
| YTD | -37.9% | +11.4% | -49.2% | -44.8% |
| 1Y | -34.0% | +11.9% | -45.9% | -41.7% |
| 3Y | +22.7% | +73.9% | -51.2% | -31.7% |
| 5Y | +51.9% | +57.9% | -6.0% | -4.5% |
| 10Y | +100.4% | +222.6% | -122.2% | -31.6% |
| All | +92.9% | +441.4% | -348.5% | -58.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling