+178.1%
MITK price history and return analytics
+215.5%
-37.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.6% |
| 7D | -4.6% | -2.3% | -2.3% | -1.9% |
| 30D | -1.3% | -5.0% | +3.7% | +4.6% |
| 3M | +2.6% | -4.9% | +7.4% | +8.7% |
| 6M | +13.2% | -1.5% | +14.7% | +16.0% |
| YTD | +63.4% | +8.5% | +54.9% | +52.9% |
| 1Y | +86.8% | +11.4% | +75.4% | +70.2% |
| 3Y | +62.9% | +70.1% | -7.1% | -0.1% |
| 5Y | -4.4% | +53.7% | -58.1% | -35.7% |
| All | +178.1% | +215.5% | -37.5% | -23.8% |
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