+73.3%
MINV vs VT
+97.3%
-24.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.3% |
| 7D | -0.9% | -2.3% | +1.4% | +1.9% |
| 30D | -12.9% | -5.0% | -8.0% | -7.4% |
| 3M | -14.0% | -4.9% | -9.1% | -8.6% |
| 6M | -17.6% | -1.5% | -16.1% | -15.1% |
| YTD | +19.7% | +8.5% | +11.2% | +11.6% |
| 1Y | +18.3% | +11.4% | +7.0% | +7.4% |
| 3Y | +90.3% | +70.1% | +20.2% | +11.8% |
| All | +73.3% | +97.3% | -24.0% | -9.0% |
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