-95.6%
MYPS vs VT
+95.7%
-191.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -2.5% |
| 7D | -5.9% | -0.3% | -5.6% | -5.6% |
| 30D | -5.9% | -1.4% | -4.5% | -4.5% |
| 3M | -36.1% | -1.4% | -34.8% | -35.3% |
| 6M | +7.2% | +5.5% | +1.7% | -0.5% |
| YTD | -31.4% | +12.8% | -44.3% | -41.7% |
| 1Y | -45.7% | +15.4% | -61.1% | -55.0% |
| 3Y | -82.9% | +76.9% | -159.8% | -91.6% |
| 5Y | -90.5% | +60.4% | -150.9% | -94.8% |
| All | -95.6% | +95.7% | -191.3% | -97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling