+108.3%
MFIC price history and return analytics
+346.0%
-237.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.4% |
| 7D | -1.0% | -2.3% | +1.4% | +1.7% |
| 30D | +21.6% | -5.0% | +26.5% | +29.0% |
| 3M | +9.2% | -4.9% | +14.1% | +15.6% |
| 6M | -9.5% | -1.5% | -8.0% | -8.6% |
| YTD | -1.6% | +8.5% | -10.0% | -12.2% |
| 1Y | -4.1% | +11.4% | -15.5% | -17.4% |
| 3Y | +9.7% | +70.1% | -60.4% | -44.9% |
| 5Y | +39.0% | +53.7% | -14.7% | -22.6% |
| 10Y | +95.7% | +220.0% | -124.3% | -59.2% |
| All | +108.3% | +346.0% | -237.7% | -68.1% |
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 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