-9.6%
MYI vs VT
+57.5%
-67.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.8% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +6.1% | -3.1% | +9.1% | +6.9% |
| 3M | -5.2% | -3.5% | -1.7% | -4.4% |
| 6M | -5.6% | +0.5% | -6.0% | -5.8% |
| YTD | -2.2% | +10.8% | -13.0% | -4.9% |
| 1Y | -3.0% | +11.9% | -14.9% | -5.9% |
| 3Y | +19.1% | +73.0% | -53.9% | +3.3% |
| 5Y | -9.6% | +58.6% | -68.2% | -21.1% |
| All | -9.6% | +57.5% | -67.1% | -21.1% |
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