-48.6%
MI price history and return analytics
+20.4%
-69.0%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.3% | -5.2% |
| 7D | -12.6% | -0.1% | -12.5% | -12.0% |
| 30D | -72.1% | -0.7% | -71.4% | -71.7% |
| 3M | -85.2% | +4.0% | -89.2% | -86.4% |
| 6M | -48.4% | +12.3% | -60.7% | -56.3% |
| YTD | -46.4% | +14.0% | -60.4% | -55.1% |
| 1Y | -48.6% | +20.3% | -68.9% | -58.3% |
| All | -48.6% | +20.4% | -69.0% | -58.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling