+85.7%
MFIC price history and return analytics
+221.8%
-136.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -0.8% | +2.4% | -3.1% | -3.1% |
| 30D | +22.1% | -1.5% | +23.6% | +23.6% |
| 3M | +6.8% | -4.1% | +10.9% | +10.9% |
| 6M | -1.6% | +0.6% | -2.1% | -2.7% |
| YTD | -2.3% | +11.0% | -13.4% | -12.9% |
| 1Y | -3.2% | +13.3% | -16.5% | -15.5% |
| 3Y | +11.0% | +73.4% | -62.4% | -37.5% |
| 5Y | +40.9% | +57.4% | -16.6% | -13.0% |
| All | +85.7% | +221.8% | -136.1% | -44.0% |
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