-95.1%
MI vs VT
+76.6%
-171.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.7% | -11.1% | -14.1% |
| 7D | -25.6% | -0.3% | -25.3% | -25.2% |
| 30D | -95.3% | -1.4% | -93.9% | -95.4% |
| 3M | -95.9% | -1.4% | -94.5% | -95.9% |
| 6M | +35.0% | +5.5% | +29.5% | +12.8% |
| YTD | -91.8% | +12.8% | -104.7% | -94.0% |
| 1Y | -91.8% | +15.4% | -107.3% | -94.3% |
| All | -95.1% | +76.6% | -171.7% | -98.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling