-90.2%
MIND vs VT
+215.5%
-305.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.9% |
| 7D | -17.5% | -2.3% | -15.2% | -15.6% |
| 30D | -22.9% | -5.0% | -17.9% | -19.0% |
| 3M | -35.0% | -4.9% | -30.1% | -31.8% |
| 6M | -49.5% | -1.5% | -48.0% | -48.4% |
| YTD | -62.0% | +8.5% | -70.5% | -64.2% |
| 1Y | -73.2% | +11.4% | -84.6% | -75.2% |
| 3Y | -28.6% | +70.1% | -98.7% | -52.4% |
| 5Y | -81.0% | +53.7% | -134.8% | -86.3% |
| All | -90.2% | +215.5% | -305.7% | -95.0% |
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