+88.3%
MYSZ vs VT
+23.3%
+65.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.7% |
| 7D | -13.1% | +0.4% | -13.5% | -12.7% |
| 30D | +485.5% | +1.0% | +484.5% | +517.9% |
| 3M | +312.4% | +2.4% | +310.0% | +336.0% |
| 6M | +315.4% | +12.0% | +303.4% | +308.2% |
| YTD | +198.2% | +15.3% | +182.8% | +175.4% |
| 1Y | +88.3% | +22.6% | +65.7% | +70.7% |
| All | +88.3% | +23.3% | +65.0% | +70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling