+21.1%
MYI vs VT
+215.5%
-194.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.3% | +1.5% |
| 7D | +1.5% | -2.3% | +3.8% | +2.1% |
| 30D | +9.3% | -5.0% | +14.3% | +10.7% |
| 3M | -2.9% | -4.9% | +2.0% | -1.6% |
| 6M | -3.5% | -1.5% | -2.0% | -3.2% |
| YTD | -0.3% | +8.5% | -8.8% | -2.6% |
| 1Y | -0.8% | +11.4% | -12.2% | -3.8% |
| 3Y | +23.0% | +70.1% | -47.1% | +6.2% |
| 5Y | -7.3% | +53.7% | -61.0% | -18.3% |
| All | +21.1% | +215.5% | -194.5% | -19.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling