-60.1%
MIST vs VT
+13.0%
-73.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.6% | -5.9% | -9.1% |
| 7D | +2.4% | +0.4% | +2.0% | +1.7% |
| 30D | -3.5% | -2.6% | -0.9% | +3.0% |
| 3M | -39.5% | -3.2% | -36.3% | -34.3% |
| 6M | -61.6% | +0.9% | -62.5% | -62.4% |
| YTD | -63.5% | +11.3% | -74.8% | -72.0% |
| All | -60.1% | +13.0% | -73.1% | -69.0% |
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 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