-96.3%
MYSE vs VT
+59.1%
-155.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | -8.0% | -2.3% | -5.7% | -5.0% |
| 30D | -24.1% | -5.0% | -19.1% | -18.7% |
| 3M | -48.1% | -4.9% | -43.3% | -44.7% |
| 6M | -37.6% | -1.5% | -36.1% | -36.6% |
| YTD | -26.3% | +8.5% | -34.8% | -33.5% |
| 1Y | -42.2% | +11.4% | -53.6% | -49.3% |
| 3Y | -30.0% | +70.1% | -100.1% | -64.8% |
| 5Y | -98.4% | +53.7% | -152.1% | -99.0% |
| All | -96.3% | +59.1% | -155.4% | -97.4% |
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