-92.4%
MYSZ vs VT
+11.9%
-104.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.6% | -6.8% | -6.8% |
| 7D | -13.9% | +2.9% | -16.7% | -16.5% |
| 30D | -45.4% | -2.5% | -42.9% | -43.6% |
| 3M | -79.1% | -3.3% | -75.8% | -78.1% |
| 6M | -83.3% | +1.5% | -84.8% | -83.3% |
| YTD | -88.5% | +11.4% | -99.9% | -89.9% |
| 1Y | -92.4% | +11.9% | -104.3% | -93.3% |
| All | -92.4% | +11.9% | -104.3% | -93.3% |
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