+105.5%
MIR vs VT
+75.0%
+30.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +17.6% | +0.4% | +17.1% | +16.8% |
| 30D | +9.9% | +1.0% | +8.9% | +8.3% |
| 3M | -7.1% | +2.4% | -9.5% | -10.1% |
| 6M | -21.6% | +12.0% | -33.6% | -34.4% |
| YTD | -27.7% | +15.3% | -43.0% | -42.4% |
| 1Y | -19.3% | +22.6% | -41.9% | -40.9% |
| All | +105.5% | +75.0% | +30.5% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling