-92.2%
MYSE price history and return analytics
+67.3%
-159.4%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.1% |
| 7D | -5.3% | -1.1% | -4.2% | -4.0% |
| 30D | +2.3% | -1.0% | +3.3% | +3.5% |
| 3M | +42.0% | +3.2% | +38.9% | +35.8% |
| 6M | +42.8% | +12.5% | +30.3% | +22.5% |
| YTD | +56.1% | +14.1% | +42.1% | +32.0% |
| 1Y | +29.6% | +18.9% | +10.7% | +5.7% |
| 3Y | -48.7% | +74.1% | -122.7% | -74.6% |
| 5Y | -95.8% | +66.9% | -162.6% | -97.2% |
| All | -92.2% | +67.3% | -159.4% | -94.9% |
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