+71.3%
MITK vs VT
+73.6%
-2.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.6% |
| 7D | -1.4% | -1.6% | +0.2% | +0.7% |
| 30D | +2.1% | -2.5% | +4.6% | +5.7% |
| 3M | +6.7% | -1.3% | +8.0% | +9.1% |
| 6M | +24.6% | +3.1% | +21.5% | +20.4% |
| YTD | +71.8% | +10.9% | +60.8% | +52.1% |
| 1Y | +98.2% | +12.1% | +86.2% | +73.2% |
| All | +71.3% | +73.6% | -2.3% | -22.2% |
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