+23.5%
MMIN vs VT
+161.8%
-138.2%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.2% |
| 7D | +0.6% | -0.7% | +1.3% | +0.6% |
| 30D | +4.7% | -1.7% | +6.4% | +4.8% |
| 3M | -0.8% | -2.3% | +1.5% | -0.6% |
| 6M | -0.8% | +1.5% | -2.4% | -1.0% |
| YTD | +0.9% | +12.0% | -11.1% | 0.0% |
| 1Y | +1.2% | +12.9% | -11.7% | +0.2% |
| 3Y | +14.2% | +74.9% | -60.8% | +8.9% |
| 5Y | +2.3% | +59.9% | -57.7% | -2.0% |
| All | +23.5% | +161.8% | -138.2% | +11.3% |
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