+41.4%
MIAX price history and return analytics
+23.0%
+18.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.8% |
| 7D | +3.2% | +1.0% | +2.2% | +2.7% |
| 30D | -1.7% | -0.2% | -1.5% | -1.6% |
| 3M | +12.2% | +4.5% | +7.6% | +10.0% |
| 6M | +6.1% | +14.1% | -8.0% | -2.0% |
| YTD | -2.1% | +14.8% | -16.8% | -9.9% |
| 1Y | +15.1% | +21.2% | -6.1% | +7.4% |
| All | +41.4% | +23.0% | +18.3% | +32.7% |
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