-47.0%
MINE vs VT
+7.9%
-54.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -5.1% |
| 7D | -3.2% | -0.7% | -2.5% | -2.5% |
| 30D | -7.4% | -1.7% | -5.6% | -5.2% |
| 3M | -12.5% | -2.3% | -10.1% | -9.8% |
| 6M | -24.6% | +1.5% | -26.1% | -26.3% |
| All | -47.0% | +7.9% | -54.9% | -49.6% |
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 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