-87.3%
MYO vs VT
+57.0%
-144.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +1.9% | +2.1% |
| 7D | +1.7% | +2.4% | -0.7% | -1.3% |
| 30D | -0.8% | -1.5% | +0.7% | +2.3% |
| 3M | -15.8% | -4.1% | -11.6% | -9.3% |
| 6M | +51.3% | +0.6% | +50.7% | +51.7% |
| YTD | +35.2% | +11.0% | +24.1% | +18.2% |
| 1Y | +52.2% | +13.3% | +38.9% | +30.1% |
| 3Y | -44.3% | +73.4% | -117.7% | -71.8% |
| All | -87.3% | +57.0% | -144.3% | -92.7% |
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