+115.2%
MISL vs VT
+109.3%
+5.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | -2.5% | +0.4% | -2.9% | -2.9% |
| 30D | -5.2% | +1.0% | -6.2% | -6.0% |
| 3M | -7.4% | +2.4% | -9.8% | -9.2% |
| 6M | -13.6% | +12.0% | -25.6% | -21.4% |
| YTD | +1.8% | +15.3% | -13.5% | -9.6% |
| 1Y | +13.0% | +22.6% | -9.6% | -4.2% |
| 3Y | +89.1% | +74.7% | +14.4% | +24.0% |
| All | +115.2% | +109.3% | +5.9% | +26.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling