-98.1%
MIND vs VT
+345.0%
-443.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -4.1% | -7.5% | -7.4% |
| 7D | -22.0% | -4.2% | -17.8% | -18.2% |
| 30D | -28.4% | -5.8% | -22.6% | -23.6% |
| 3M | -38.1% | -5.2% | -32.8% | -34.3% |
| 6M | -49.2% | +0.1% | -49.4% | -48.9% |
| YTD | -62.8% | +8.2% | -71.0% | -65.3% |
| 1Y | -75.1% | +10.1% | -85.3% | -77.1% |
| 3Y | -28.3% | +69.7% | -98.0% | -57.2% |
| 5Y | -81.4% | +53.4% | -134.8% | -87.8% |
| 10Y | -89.5% | +219.2% | -308.7% | -96.9% |
| All | -98.1% | +345.0% | -443.1% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling