-23.8%
MIND vs VT
+75.0%
-98.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +5.3% | +0.4% | +4.9% | +4.7% |
| 30D | -13.4% | +1.0% | -14.4% | -14.5% |
| 3M | -33.3% | +2.4% | -35.7% | -35.0% |
| 6M | -43.3% | +12.0% | -55.3% | -50.5% |
| YTD | -48.0% | +15.3% | -63.3% | -56.1% |
| 1Y | -49.6% | +22.6% | -72.2% | -59.9% |
| All | -23.8% | +75.0% | -98.8% | -49.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling