-31.5%
MIR vs VT
+13.3%
-44.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +1.9% | +1.9% |
| 7D | +23.6% | -1.6% | +25.2% | +27.3% |
| 30D | +30.5% | -2.5% | +33.0% | +36.9% |
| 3M | +21.5% | -1.3% | +22.8% | +25.2% |
| 6M | -3.0% | +3.1% | -6.0% | -8.1% |
| YTD | -18.7% | +10.9% | -29.6% | -36.9% |
| All | -31.5% | +13.3% | -44.8% | -50.6% |
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 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