-67.1%
MWYN vs VT
+34.4%
-101.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.6% |
| 7D | -23.5% | -2.3% | -21.2% | -23.7% |
| 30D | +4.8% | -5.0% | +9.8% | +4.3% |
| 3M | +96.5% | -4.9% | +101.4% | +95.6% |
| 6M | +86.2% | -1.5% | +87.7% | +84.1% |
| YTD | +68.7% | +8.5% | +60.2% | +60.0% |
| 1Y | +51.3% | +11.4% | +40.0% | +42.2% |
| All | -67.1% | +34.4% | -101.5% | -70.5% |
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