-97.3%
MIND vs VT
+374.2%
-471.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +5.3% | +0.4% | +4.9% | +4.8% |
| 30D | -13.4% | +1.0% | -14.4% | -14.3% |
| 3M | -33.3% | +2.4% | -35.7% | -34.6% |
| 6M | -43.3% | +12.0% | -55.3% | -49.2% |
| YTD | -48.0% | +15.3% | -63.3% | -54.7% |
| 1Y | -49.6% | +22.6% | -72.2% | -58.5% |
| 3Y | -28.6% | +74.7% | -103.3% | -58.8% |
| 5Y | -77.9% | +66.1% | -144.1% | -86.7% |
| 10Y | -83.6% | +225.0% | -308.6% | -95.3% |
| All | -97.3% | +374.2% | -471.5% | -99.6% |
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