+91.2%
MWA vs VT
+69.7%
+21.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.6% |
| 7D | +5.5% | -2.3% | +7.8% | +7.6% |
| 30D | +12.4% | -5.0% | +17.4% | +17.6% |
| 3M | -11.0% | -4.9% | -6.1% | -7.0% |
| 6M | -10.9% | -1.5% | -9.4% | -10.6% |
| YTD | +1.7% | +8.5% | -6.7% | -8.5% |
| 1Y | -2.9% | +11.4% | -14.3% | -15.4% |
| 3Y | +91.2% | +70.1% | +21.1% | -0.6% |
| All | +91.2% | +69.7% | +21.4% | -0.6% |
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 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