+34.9%
MIAX price history and return analytics
+22.3%
+12.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.9% |
| 7D | -2.2% | -1.1% | -1.1% | -1.7% |
| 30D | -4.6% | -1.0% | -3.6% | -4.2% |
| 3M | +0.5% | +3.2% | -2.7% | -0.8% |
| 6M | +5.0% | +12.5% | -7.5% | -2.2% |
| YTD | -6.6% | +14.1% | -20.6% | -13.7% |
| 1Y | +10.9% | +18.9% | -8.0% | +3.3% |
| All | +34.9% | +22.3% | +12.6% | +26.9% |
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 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