-89.6%
MYPS vs VT
+53.4%
-143.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +3.5% | -2.3% | +5.9% | +5.7% |
| 30D | +5.6% | -5.0% | +10.6% | +11.0% |
| 3M | -35.3% | -4.9% | -30.4% | -32.1% |
| 6M | +15.0% | -1.5% | +16.5% | +14.7% |
| YTD | -28.2% | +8.5% | -36.7% | -37.0% |
| 1Y | -38.2% | +11.4% | -49.6% | -47.5% |
| 3Y | -81.5% | +70.1% | -151.6% | -90.9% |
| All | -89.6% | +53.4% | -143.0% | -93.9% |
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