+27.8%
MFIC vs VT
+66.2%
-38.4%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | +1.5% | +1.0% | +0.5% | +0.7% |
| 3M | -8.3% | +2.4% | -10.7% | -10.2% |
| 6M | -4.1% | +12.0% | -16.1% | -12.7% |
| YTD | -10.7% | +15.3% | -26.0% | -20.7% |
| 1Y | -16.9% | +22.6% | -39.5% | -30.0% |
| 3Y | +0.8% | +74.7% | -73.8% | -36.2% |
| All | +27.8% | +66.2% | -38.4% | -18.3% |
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