-90.2%
MYPS vs VT
+58.5%
-148.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | -0.6% | +12.7% | +12.8% |
| 7D | +2.8% | +2.9% | -0.1% | -0.5% |
| 30D | +23.7% | -2.5% | +26.2% | +26.2% |
| 3M | -14.1% | -3.3% | -10.8% | -11.6% |
| 6M | +6.9% | +1.5% | +5.4% | +2.8% |
| YTD | -26.2% | +11.4% | -37.6% | -37.1% |
| 1Y | -34.5% | +11.9% | -46.4% | -44.4% |
| 3Y | -80.2% | +73.9% | -154.1% | -90.4% |
| 5Y | -90.2% | +57.9% | -148.1% | -94.6% |
| All | -90.2% | +58.5% | -148.8% | -94.6% |
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