-4.5%
MINN price history and return analytics
+81.7%
-86.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | -1.5% | -2.0% | +0.5% | -1.4% |
| 30D | -3.1% | -1.4% | -1.7% | -3.1% |
| 3M | -4.0% | +4.7% | -8.7% | -4.3% |
| 6M | -4.0% | +11.4% | -15.3% | -4.6% |
| YTD | -3.6% | +13.1% | -16.7% | -4.3% |
| 1Y | -1.2% | +19.0% | -20.3% | -2.3% |
| 3Y | +7.9% | +73.9% | -66.1% | +4.3% |
| 5Y | -5.7% | +65.4% | -71.1% | -9.1% |
| All | -4.5% | +81.7% | -86.1% | -8.0% |
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