-9.5%
MWA vs VT
+23.3%
-32.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.8% | +0.4% | -2.2% | -2.1% |
| 30D | -9.1% | +1.0% | -10.0% | -9.7% |
| 3M | -4.3% | +2.4% | -6.7% | -5.8% |
| 6M | -18.5% | +12.0% | -30.5% | -25.9% |
| YTD | +1.3% | +15.3% | -14.0% | -10.3% |
| 1Y | -9.5% | +22.6% | -32.1% | -27.9% |
| All | -9.5% | +23.3% | -32.8% | -27.9% |
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