-100.0%
MYSZ price history and return analytics
+225.0%
-325.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.4% | -5.4% |
| 7D | -12.6% | -0.1% | -12.5% | -12.4% |
| 30D | -34.7% | -0.7% | -34.1% | -33.9% |
| 3M | -48.7% | +4.0% | -52.7% | -50.5% |
| 6M | -60.9% | +12.3% | -73.2% | -65.3% |
| YTD | -66.9% | +14.0% | -80.9% | -71.1% |
| 1Y | -82.5% | +20.3% | -102.8% | -85.5% |
| 3Y | -97.6% | +75.4% | -173.0% | -98.6% |
| 5Y | -99.9% | +66.0% | -165.9% | -99.9% |
| 10Y | -100.0% | +228.2% | -328.2% | -100.0% |
| All | -100.0% | +225.0% | -325.0% | -100.0% |
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