-68.1%
MWYN vs VT
+39.8%
-107.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | +1.7% | -13.9% | -11.9% |
| 7D | -2.8% | -0.3% | -2.5% | -2.7% |
| 30D | +8.7% | -1.4% | +10.2% | +8.9% |
| 3M | +101.5% | -1.4% | +102.9% | +101.9% |
| 6M | +107.6% | +5.5% | +102.1% | +103.7% |
| YTD | +63.3% | +12.8% | +50.5% | +55.9% |
| 1Y | +44.2% | +15.4% | +28.8% | +36.4% |
| All | -68.1% | +39.8% | -107.9% | -71.2% |
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