Erroneous 1 Week Performance number

I got the 1 week performance of all the portfolios by using the "Compare" function. For the "P_Composite_Momentum_Market_VFINX it shows a 1 week return of 1.2%. Morningstar shows a 1 week return of 0.42%. Please let me know if the numbers shown on your website are erroneous for only this or all the other portfolios too.

I do have the screenshot - can provide if needed.

rptrader1 asked · 07/10/2021
  • #1
  • I believe you meant this (currently, it shows the following data)

    Portfolio Performance Comparison
    Ticker/Portfolio Name1 Week
    1Yr AR1Yr Sharpe3Yr AR3Yr Sharpe5Yr AR5Yr Sharpe10Yr AR10Yr Sharpe15Yr AR
    P Composite Momentum Market VFINX1.2%17.2%40.6%2.6918.1%1.1417.4%1.2415.0%1.0314.3%
    VFINX (Vanguard 500 Index Investor)0.4%17.2%40.6%2.6918.2%0.7517.5%0.8814.7%0.8110.7%

    *: NOT annualized

    **YTD: Year to Date

    It's of course wrong for the 1-wk return. We are investigating. But the overall 1 yr or 3 month etc. are the same as VFINX. It does happen to many portfolios. So for now, there is a problem for 1 week return. 
    Admin · 07/12/2021 14:24:03
  • #2
  • Here is the update on the issue: it's caused by the July 4th (July 5th off) holiday. Somehow, our calculation of 1wk return in a portfolio was off, it used July 1st. close return. i.e. our 1 wk calculation is really last 5 trading days. We'll work on this to fix it. 

    On the other hand, the actual simulation and other calculation are all correct. 

    Thank you for pointing this out. 
    Admin · 07/13/2021 14:44:07
Please register or login to answer a question.
Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
Community Comments

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on by using this email "", please login MyPlanIQ account or reset your password.