-47.5%
MITT vs VT
+346.2%
-393.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.4% | -4.4% |
| 7D | -1.8% | -0.3% | -1.5% | -1.6% |
| 30D | -2.0% | -1.4% | -0.5% | -0.6% |
| 3M | -19.5% | -1.4% | -18.1% | -18.3% |
| 6M | -23.9% | +5.5% | -29.4% | -28.3% |
| YTD | -28.1% | +12.8% | -40.9% | -36.8% |
| 1Y | -17.6% | +15.4% | -33.0% | -29.3% |
| 3Y | +51.2% | +76.9% | -25.7% | -17.2% |
| 5Y | -14.3% | +60.4% | -74.7% | -48.0% |
| 10Y | -67.4% | +232.8% | -300.2% | -88.2% |
| All | -47.5% | +346.2% | -393.7% | -83.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling