+31.8%
MIN price history and return analytics
+222.7%
-190.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -1.8% | +2.9% | -4.6% | -2.2% |
| 30D | +1.9% | -2.5% | +4.4% | +2.3% |
| 3M | -3.3% | -3.3% | +0.1% | -2.8% |
| 6M | -0.1% | +1.5% | -1.6% | -0.5% |
| YTD | -3.4% | +11.4% | -14.8% | -5.2% |
| 1Y | -3.1% | +11.9% | -15.0% | -5.0% |
| 3Y | +16.7% | +73.9% | -57.2% | +6.3% |
| 5Y | +0.8% | +57.9% | -57.1% | -7.1% |
| All | +31.8% | +222.7% | -190.9% | +13.5% |
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