+72.1%
MTW vs VT
+74.4%
-2.3%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.4% |
| 7D | +2.0% | -0.1% | +2.1% | +2.3% |
| 30D | +12.0% | -3.1% | +15.1% | +18.3% |
| 3M | +28.5% | -3.5% | +32.0% | +37.1% |
| 6M | +84.7% | +0.5% | +84.2% | +85.4% |
| YTD | +102.4% | +10.8% | +91.6% | +73.6% |
| 1Y | +116.9% | +11.9% | +105.0% | +83.0% |
| 3Y | +72.1% | +73.0% | -0.8% | -30.2% |
| All | +72.1% | +74.4% | -2.3% | -30.2% |
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