-99.9%
MI price history and return analytics
+217.6%
-317.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +65.4% | -0.5% | +65.9% | +66.2% |
| 7D | +12.4% | -0.1% | +12.6% | +10.0% |
| 30D | -55.0% | -3.1% | -52.0% | -54.0% |
| 3M | -94.7% | -3.5% | -91.2% | -94.7% |
| 6M | +92.9% | +0.5% | +92.4% | +79.0% |
| YTD | -89.9% | +10.8% | -100.6% | -91.7% |
| 1Y | -90.0% | +11.9% | -101.8% | -91.9% |
| 3Y | -93.7% | +73.0% | -166.7% | -96.9% |
| 5Y | -99.9% | +58.6% | -158.5% | -99.9% |
| 10Y | -99.9% | +219.2% | -319.0% | -99.9% |
| All | -99.9% | +217.6% | -317.5% | -99.9% |
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