+119.4%
MTW vs VT
+12.0%
+107.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.5% |
| 7D | +2.0% | -0.1% | +2.1% | +2.3% |
| 30D | +12.0% | -3.1% | +15.1% | +18.6% |
| 3M | +28.5% | -3.5% | +32.0% | +37.4% |
| 6M | +84.7% | +0.5% | +84.2% | +86.0% |
| YTD | +102.4% | +10.8% | +91.6% | +73.0% |
| All | +119.4% | +12.0% | +107.5% | +85.6% |
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