+75.4%
MINV price history and return analytics
+102.6%
-27.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.8% |
| 7D | +2.8% | +2.9% | -0.1% | -0.6% |
| 30D | -8.8% | -2.5% | -6.3% | -6.0% |
| 3M | -14.9% | -3.3% | -11.5% | -11.3% |
| 6M | -15.6% | +1.5% | -17.1% | -16.2% |
| YTD | +21.1% | +11.4% | +9.8% | +9.5% |
| 1Y | +19.1% | +11.9% | +7.2% | +7.1% |
| 3Y | +92.9% | +73.9% | +19.0% | +10.3% |
| All | +75.4% | +102.6% | -27.2% | -10.8% |
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