+159.5%
MFIN vs VT
+345.0%
-185.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.3% | -0.3% |
| 7D | -15.1% | -4.2% | -10.9% | -11.1% |
| 30D | -16.0% | -5.8% | -10.2% | -10.6% |
| 3M | -6.9% | -5.2% | -1.7% | -1.6% |
| 6M | +9.9% | +0.1% | +9.8% | +9.6% |
| YTD | +0.4% | +8.2% | -7.8% | -7.5% |
| 1Y | +3.3% | +10.1% | -6.8% | -6.4% |
| 3Y | +36.1% | +69.7% | -33.6% | -21.2% |
| 5Y | +38.0% | +53.4% | -15.4% | -11.7% |
| 10Y | +285.9% | +219.2% | +66.7% | +31.7% |
| All | +159.5% | +345.0% | -185.5% | -41.6% |
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