+51.3%
MWYN vs VT
+10.5%
+40.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.7% |
| 7D | -23.5% | -2.3% | -21.2% | -24.3% |
| 30D | +4.8% | -5.0% | +9.8% | +3.0% |
| 3M | +96.5% | -4.9% | +101.4% | +93.3% |
| 6M | +86.2% | -1.5% | +87.7% | +82.7% |
| YTD | +68.7% | +8.5% | +60.2% | +47.6% |
| 1Y | +51.3% | +11.4% | +40.0% | +23.3% |
| All | +51.3% | +10.5% | +40.8% | +23.3% |
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