-97.7%
MIMI vs VT
+41.4%
-139.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.8% | +0.4% | -1.3% | -0.9% |
| 30D | -50.2% | +1.0% | -51.2% | -50.5% |
| 3M | -68.9% | +2.4% | -71.3% | -69.7% |
| 6M | -70.3% | +12.0% | -82.3% | -73.7% |
| YTD | -68.3% | +15.3% | -83.6% | -72.5% |
| 1Y | -98.5% | +22.6% | -121.1% | -98.7% |
| All | -97.7% | +41.4% | -139.1% | -97.7% |
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