+41.2%
MFIC vs VT
+53.4%
-12.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | -1.0% | -2.3% | +1.4% | +0.7% |
| 30D | +21.6% | -5.0% | +26.5% | +26.4% |
| 3M | +9.2% | -4.9% | +14.1% | +13.4% |
| 6M | -9.5% | -1.5% | -8.0% | -8.8% |
| YTD | -1.6% | +8.5% | -10.0% | -8.5% |
| 1Y | -4.1% | +11.4% | -15.5% | -12.8% |
| 3Y | +9.7% | +70.1% | -60.4% | -29.5% |
| All | +41.2% | +53.4% | -12.2% | -4.4% |
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