-60.2%
MPWX vs VT
+0.4%
-60.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.7% | -4.1% | -16.6% | +0.8% |
| 7D | -13.0% | -4.2% | -8.9% | +9.3% |
| 30D | -44.0% | -5.8% | -38.2% | -20.2% |
| 3M | -37.7% | -5.2% | -32.5% | -12.7% |
| 6M | -60.2% | +0.1% | -60.4% | -55.0% |
| All | -60.2% | +0.4% | -60.7% | -55.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling