-89.1%
MYPS vs VT
+66.2%
-155.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +4.0% | +0.4% | +3.6% | +3.5% |
| 30D | -29.6% | +1.0% | -30.6% | -30.4% |
| 3M | 0.0% | +2.4% | -2.4% | -3.6% |
| 6M | +0.4% | +12.0% | -11.6% | -13.8% |
| YTD | -20.2% | +15.3% | -35.6% | -34.0% |
| 1Y | -46.2% | +22.6% | -68.8% | -58.7% |
| 3Y | -85.7% | +74.7% | -160.4% | -93.0% |
| All | -89.1% | +66.2% | -155.3% | -94.2% |
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