-89.8%
MYPS vs VT
+53.2%
-143.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.1% | +8.8% | +9.0% |
| 7D | +1.7% | -4.2% | +5.9% | +6.0% |
| 30D | +2.2% | -5.8% | +8.0% | +8.5% |
| 3M | -36.7% | -5.2% | -31.4% | -33.3% |
| 6M | +14.7% | +0.1% | +14.6% | +12.0% |
| YTD | -28.2% | +8.2% | -36.5% | -36.8% |
| 1Y | -45.0% | +10.1% | -55.1% | -52.6% |
| 3Y | -82.1% | +69.7% | -151.8% | -91.2% |
| 5Y | -89.8% | +53.4% | -143.2% | -94.1% |
| All | -89.8% | +53.2% | -143.0% | -94.1% |
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