-67.9%
MWYN vs VT
+34.1%
-102.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +0.1% |
| 7D | -21.6% | -4.2% | -17.4% | -22.0% |
| 30D | -6.1% | -5.8% | -0.3% | -6.5% |
| 3M | +89.3% | -5.2% | +94.5% | +88.4% |
| 6M | +100.6% | +0.1% | +100.5% | +96.5% |
| YTD | +64.5% | +8.2% | +56.2% | +56.0% |
| 1Y | +46.3% | +10.1% | +36.2% | +37.7% |
| All | -67.9% | +34.1% | -102.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling