-31.0%
MYPS vs VT
+11.9%
-43.0%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.5% |
| 7D | +5.3% | +2.4% | +3.0% | +5.5% |
| 30D | +21.7% | -1.5% | +23.2% | +21.5% |
| 3M | -10.7% | -4.1% | -6.6% | -10.9% |
| 6M | +7.2% | +0.6% | +6.6% | +6.4% |
| YTD | -24.4% | +11.0% | -35.4% | -27.7% |
| 1Y | -31.0% | +13.3% | -44.4% | -36.8% |
| All | -31.0% | +11.9% | -43.0% | -36.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling