+136.0%
MYI price history and return analytics
+360.7%
-224.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | -0.8% | -0.7% | -0.1% | -0.6% |
| 30D | +6.8% | -1.7% | +8.6% | +7.2% |
| 3M | -4.5% | -2.3% | -2.2% | -4.0% |
| 6M | -5.2% | +1.5% | -6.7% | -5.6% |
| YTD | -1.8% | +12.0% | -13.9% | -4.5% |
| 1Y | -3.0% | +12.9% | -15.8% | -5.8% |
| 3Y | +19.6% | +74.9% | -55.4% | +4.8% |
| 5Y | -9.5% | +59.9% | -69.4% | -19.5% |
| 10Y | +23.7% | +224.6% | -200.9% | -7.2% |
| All | +136.0% | +360.7% | -224.7% | +56.7% |
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 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