+97.8%
MIN price history and return analytics
+374.2%
-276.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -1.6% | +0.4% | -2.1% | -1.7% |
| 30D | -0.4% | +1.0% | -1.4% | -0.6% |
| 3M | 0.0% | +2.4% | -2.4% | -0.4% |
| 6M | -0.9% | +12.0% | -12.9% | -2.6% |
| YTD | -1.8% | +15.3% | -17.1% | -3.8% |
| 1Y | -2.2% | +22.6% | -24.8% | -5.1% |
| 3Y | +14.7% | +74.7% | -59.9% | +5.6% |
| 5Y | +3.7% | +66.1% | -62.5% | -4.3% |
| 10Y | +29.6% | +225.0% | -195.4% | +7.8% |
| All | +97.8% | +374.2% | -276.4% | +54.9% |
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 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