-99.4%
MYO vs VT
+189.3%
-288.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | -10.0% | +0.4% | -10.4% | -10.4% |
| 30D | +35.8% | +1.0% | +34.9% | +34.6% |
| 3M | +11.6% | +2.4% | +9.2% | +8.7% |
| 6M | +78.9% | +12.0% | +66.9% | +57.9% |
| YTD | +58.2% | +15.3% | +42.9% | +35.4% |
| 1Y | +42.6% | +22.6% | +20.0% | +15.1% |
| 3Y | +69.4% | +74.7% | -5.3% | -2.8% |
| 5Y | -87.9% | +66.1% | -154.0% | -92.7% |
| All | -99.4% | +189.3% | -288.6% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling