+117.7%
MTW vs VT
+13.0%
+104.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +2.6% | +6.1% | +4.1% |
| 7D | +3.3% | +0.4% | +2.9% | +2.7% |
| 30D | +12.4% | -2.6% | +15.0% | +18.0% |
| 3M | +29.5% | -3.2% | +32.7% | +37.9% |
| 6M | +85.4% | +0.9% | +84.4% | +85.1% |
| YTD | +103.2% | +11.3% | +91.9% | +72.2% |
| All | +117.7% | +13.0% | +104.7% | +81.8% |
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