-97.3%
MIMI vs VT
+37.2%
-134.5%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +1.6% |
| 7D | -11.9% | -1.1% | -10.7% | -12.7% |
| 30D | -44.2% | -2.9% | -41.3% | -45.7% |
| 3M | -78.7% | +0.6% | -79.3% | -78.6% |
| 6M | -90.2% | +13.9% | -104.0% | -87.3% |
| YTD | -90.2% | +13.9% | -104.0% | -87.3% |
| 1Y | -98.4% | +14.9% | -113.3% | -98.0% |
| All | -97.3% | +37.2% | -134.5% | -95.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling