-91.2%
MIND vs VT
+217.6%
-308.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.0% |
| 7D | -21.9% | -0.1% | -21.7% | -21.6% |
| 30D | -32.4% | -3.1% | -29.4% | -30.4% |
| 3M | -39.4% | -3.5% | -35.9% | -37.3% |
| 6M | -55.7% | +0.5% | -56.1% | -55.6% |
| YTD | -65.4% | +10.8% | -76.2% | -68.0% |
| 1Y | -77.9% | +11.9% | -89.8% | -79.7% |
| 3Y | -34.6% | +73.0% | -107.6% | -57.1% |
| 5Y | -81.6% | +58.6% | -140.2% | -87.1% |
| 10Y | -91.2% | +219.2% | -310.4% | -95.7% |
| All | -91.2% | +217.6% | -308.9% | -95.7% |
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 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