-81.4%
MIND vs VT
+53.2%
-134.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -4.1% | -7.5% | -7.3% |
| 7D | -22.0% | -4.2% | -17.8% | -18.1% |
| 30D | -28.4% | -5.8% | -22.6% | -23.5% |
| 3M | -38.1% | -5.2% | -32.8% | -34.2% |
| 6M | -49.2% | +0.1% | -49.4% | -48.8% |
| YTD | -62.8% | +8.2% | -71.0% | -65.2% |
| 1Y | -75.1% | +10.1% | -85.3% | -77.0% |
| 3Y | -28.3% | +69.7% | -98.0% | -53.1% |
| 5Y | -81.4% | +53.4% | -134.8% | -86.8% |
| All | -81.4% | +53.2% | -134.6% | -86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling