+171.3%
MFIN vs VT
+363.9%
-192.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +2.1% |
| 7D | -10.0% | -0.3% | -9.7% | -9.5% |
| 30D | -12.2% | -1.4% | -10.8% | -10.7% |
| 3M | -3.7% | -1.4% | -2.3% | -2.2% |
| 6M | +15.7% | +5.5% | +10.2% | +9.4% |
| YTD | +4.9% | +12.8% | -7.9% | -7.3% |
| 1Y | +8.6% | +15.4% | -6.8% | -6.1% |
| 3Y | +42.3% | +76.9% | -34.6% | -21.0% |
| 5Y | +44.1% | +60.4% | -16.4% | -11.9% |
| 10Y | +303.4% | +232.8% | +70.6% | +32.1% |
| All | +171.3% | +363.9% | -192.6% | -41.4% |
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 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