+13.6%
MITP vs VT
+40.6%
-27.0%
-4.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | -0.5% |
| 7D | -0.3% | -4.2% | +3.9% | 0.0% |
| 30D | -0.1% | -5.8% | +5.7% | +0.4% |
| 3M | +0.3% | -5.2% | +5.6% | +0.8% |
| 6M | +2.4% | +0.1% | +2.2% | +2.3% |
| YTD | +1.4% | +8.2% | -6.8% | +0.6% |
| 1Y | +2.6% | +10.1% | -7.5% | +1.7% |
| All | +13.6% | +40.6% | -27.0% | +10.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling