+25.0%
MMIT vs VT
+163.6%
-138.6%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.2% |
| 7D | +0.9% | -0.3% | +1.2% | +1.0% |
| 30D | +3.7% | -1.4% | +5.1% | +3.7% |
| 3M | 0.0% | -1.4% | +1.4% | 0.0% |
| 6M | -0.1% | +5.5% | -5.6% | -0.4% |
| YTD | +0.8% | +12.8% | -12.1% | +0.1% |
| 1Y | +1.3% | +15.4% | -14.1% | +0.5% |
| 3Y | +12.5% | +76.9% | -64.3% | +8.7% |
| 5Y | +5.4% | +60.4% | -55.0% | +2.3% |
| All | +25.0% | +163.6% | -138.6% | +15.7% |
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 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