-51.3%
MIND vs VT
+23.4%
-74.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -2.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.9% |
| 30D | -16.1% | +0.8% | -16.9% | -17.5% |
| 3M | -34.6% | +2.8% | -37.4% | -37.5% |
| 6M | -43.5% | +13.0% | -56.5% | -55.0% |
| YTD | -49.7% | +15.4% | -65.1% | -62.7% |
| All | -51.3% | +23.4% | -74.6% | -71.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling