-44.1%
MINE vs VT
+7.2%
-51.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.6% | +2.8% | +1.9% |
| 7D | +2.9% | +0.4% | +2.5% | +2.2% |
| 30D | -2.3% | -2.6% | +0.3% | +1.2% |
| 3M | -6.0% | -3.2% | -2.7% | -1.8% |
| 6M | -20.3% | +0.9% | -21.2% | -21.4% |
| All | -44.1% | +7.2% | -51.3% | -46.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling