+611.5%
MIRM price history and return analytics
+137.2%
+474.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +0.3% | +2.4% | -2.1% | -2.2% |
| 30D | +17.5% | -1.5% | +19.0% | +19.5% |
| 3M | -4.8% | -4.1% | -0.7% | -0.6% |
| 6M | -13.9% | +0.6% | -14.5% | -14.6% |
| YTD | +19.0% | +11.0% | +8.0% | +6.6% |
| 1Y | +35.7% | +13.3% | +22.4% | +19.1% |
| 3Y | +208.3% | +73.4% | +134.9% | +71.4% |
| 5Y | +491.9% | +57.4% | +434.4% | +266.1% |
| All | +611.5% | +137.2% | +474.3% | +188.8% |
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 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