-91.8%
MYSE vs VT
+69.1%
-160.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +3.3% | +0.4% | +2.8% | +2.7% |
| 30D | +20.5% | +1.0% | +19.5% | +19.1% |
| 3M | +74.1% | +2.4% | +71.7% | +68.4% |
| 6M | +54.1% | +12.0% | +42.1% | +32.9% |
| YTD | +64.9% | +15.3% | +49.6% | +37.5% |
| 1Y | +47.6% | +22.6% | +25.1% | +16.1% |
| 3Y | -38.8% | +74.7% | -113.5% | -69.8% |
| 5Y | -96.4% | +66.1% | -162.5% | -97.4% |
| All | -91.8% | +69.1% | -160.9% | -94.7% |
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