+70.0%
MIR price history and return analytics
+57.4%
+12.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.6% | +5.8% | +4.4% |
| 7D | +4.3% | +0.4% | +3.9% | +3.6% |
| 30D | +17.2% | -2.6% | +19.8% | +22.1% |
| 3M | +24.0% | -3.2% | +27.2% | +31.0% |
| 6M | +2.6% | +0.9% | +1.6% | +1.7% |
| YTD | -16.8% | +11.3% | -28.1% | -28.9% |
| 1Y | -29.0% | +14.0% | -43.0% | -41.2% |
| 3Y | +144.1% | +75.8% | +68.3% | +8.2% |
| 5Y | +70.0% | +57.8% | +12.1% | -7.0% |
| All | +70.0% | +57.4% | +12.6% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling