+130.8%
MYRG vs VT
+53.4%
+77.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.3% |
| 7D | -7.0% | -2.3% | -4.7% | -4.3% |
| 30D | -16.0% | -5.0% | -11.1% | -10.4% |
| 3M | -20.6% | -4.9% | -15.7% | -15.3% |
| 6M | -42.2% | -1.5% | -40.6% | -40.7% |
| YTD | +20.3% | +8.5% | +11.8% | +9.9% |
| 1Y | +12.7% | +11.4% | +1.3% | 0.0% |
| 3Y | +127.5% | +70.1% | +57.4% | +31.9% |
| All | +130.8% | +53.4% | +77.4% | +52.8% |
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 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