+39.4%
MFIN vs VT
+53.4%
-14.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -1.1% | -2.3% | +1.2% | +1.0% |
| 30D | -15.3% | -5.0% | -10.3% | -11.3% |
| 3M | -6.7% | -4.9% | -1.8% | -2.4% |
| 6M | +9.1% | -1.5% | +10.6% | +10.5% |
| YTD | +1.1% | +8.5% | -7.4% | -6.0% |
| 1Y | +6.5% | +11.4% | -4.9% | -3.2% |
| 3Y | +36.2% | +70.1% | -33.8% | -16.0% |
| All | +39.4% | +53.4% | -14.0% | -4.0% |
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 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