-1.0%
MITK vs VT
+60.6%
-61.6%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.7% | +3.6% | +3.2% |
| 7D | +2.3% | -0.3% | +2.6% | +2.8% |
| 30D | +7.9% | -1.4% | +9.3% | +10.1% |
| 3M | +7.7% | -1.4% | +9.1% | +10.1% |
| 6M | +25.1% | +5.5% | +19.6% | +17.6% |
| YTD | +80.9% | +12.8% | +68.1% | +57.5% |
| 1Y | +111.6% | +15.4% | +96.2% | +79.0% |
| 3Y | +77.9% | +76.9% | +1.0% | -10.2% |
| 5Y | -1.0% | +60.4% | -61.4% | -44.7% |
| All | -1.0% | +60.6% | -61.6% | -44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling