-0.7%
MINN vs VT
+11.9%
-12.6%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.7% |
| 7D | 0.0% | +2.9% | -2.9% | -0.2% |
| 30D | +3.5% | -2.5% | +6.0% | +3.7% |
| 3M | -1.1% | -3.3% | +2.2% | -0.9% |
| 6M | -1.6% | +1.5% | -3.1% | -1.7% |
| YTD | -1.6% | +11.4% | -12.9% | -2.2% |
| 1Y | -0.7% | +11.9% | -12.6% | -1.4% |
| All | -0.7% | +11.9% | -12.6% | -1.4% |
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