+132.4%
MWA price history and return analytics
+226.9%
-94.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.3% |
| 7D | -0.9% | -2.0% | +1.1% | +1.4% |
| 30D | -9.6% | -1.4% | -8.2% | -8.2% |
| 3M | -7.3% | +4.7% | -12.1% | -12.3% |
| 6M | -15.2% | +11.4% | -26.5% | -25.5% |
| YTD | +0.2% | +13.1% | -12.8% | -13.6% |
| 1Y | -3.0% | +19.0% | -22.0% | -21.3% |
| 3Y | +85.3% | +73.9% | +11.4% | -2.6% |
| 5Y | +62.3% | +65.4% | -3.1% | -9.6% |
| All | +132.4% | +226.9% | -94.5% | -42.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling