+5.9%
MWA vs VT
+11.9%
-6.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +1.0% | +2.4% | -1.4% | -0.2% |
| 30D | +12.0% | -1.5% | +13.5% | +12.6% |
| 3M | -4.8% | -4.1% | -0.7% | -2.6% |
| 6M | -4.3% | +0.6% | -4.9% | -5.3% |
| YTD | +2.7% | +11.0% | -8.3% | -6.6% |
| 1Y | +5.9% | +13.3% | -7.4% | -4.4% |
| All | +5.9% | +11.9% | -6.0% | -4.4% |
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