-92.2%
MIST price history and return analytics
+156.2%
-248.4%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +3.4% | +0.4% | +3.0% | +3.2% |
| 30D | +4.8% | +1.0% | +3.8% | +4.2% |
| 3M | -7.0% | +2.4% | -9.4% | -8.0% |
| 6M | -27.3% | +12.0% | -39.3% | -31.2% |
| YTD | -40.6% | +15.3% | -55.9% | -44.5% |
| 1Y | -32.6% | +22.6% | -55.2% | -38.7% |
| 3Y | -55.6% | +74.7% | -130.2% | -63.9% |
| 5Y | -80.0% | +66.1% | -146.2% | -84.0% |
| All | -92.2% | +156.2% | -248.4% | -88.2% |
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