-76.7%
MITT vs VT
+221.8%
-298.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.1% |
| 7D | -4.5% | +2.4% | -6.8% | -7.4% |
| 30D | -20.0% | -1.5% | -18.5% | -18.3% |
| 3M | -34.1% | -4.1% | -30.0% | -30.3% |
| 6M | -40.8% | +0.6% | -41.4% | -41.5% |
| YTD | -44.6% | +11.0% | -55.7% | -52.2% |
| 1Y | -37.8% | +13.3% | -51.2% | -47.8% |
| 3Y | +14.8% | +73.4% | -58.6% | -47.3% |
| 5Y | -40.2% | +57.4% | -97.6% | -68.5% |
| All | -76.7% | +221.8% | -298.4% | -94.5% |
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