+74.5%
MWA price history and return analytics
+59.8%
+14.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.7% | -1.6% |
| 7D | +1.1% | -0.7% | +1.8% | +1.5% |
| 30D | +11.2% | -1.7% | +12.9% | +12.6% |
| 3M | -7.3% | -2.3% | -5.0% | -5.6% |
| 6M | -5.7% | +1.5% | -7.2% | -7.9% |
| YTD | +2.8% | +12.0% | -9.2% | -9.5% |
| 1Y | +4.9% | +12.9% | -8.0% | -8.4% |
| 3Y | +95.1% | +74.9% | +20.2% | +9.9% |
| 5Y | +74.5% | +59.9% | +14.6% | +5.2% |
| All | +74.5% | +59.8% | +14.8% | +5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling