+41.9%
MFIC price history and return analytics
+57.4%
-15.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -1.9% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | +21.3% | -2.6% | +23.8% | +23.6% |
| 3M | +8.7% | -3.2% | +12.0% | +11.4% |
| 6M | -6.4% | +0.9% | -7.3% | -7.5% |
| YTD | -1.5% | +11.3% | -12.8% | -10.3% |
| 1Y | -3.3% | +14.0% | -17.3% | -13.7% |
| 3Y | +13.0% | +75.8% | -62.8% | -29.2% |
| 5Y | +41.9% | +57.8% | -15.9% | -6.1% |
| All | +41.9% | +57.4% | -15.5% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling