+173.1%
MITK price history and return analytics
+214.8%
-41.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -4.1% | -7.2% | -7.2% |
| 7D | -8.3% | -4.2% | -4.1% | -3.8% |
| 30D | -3.1% | -5.8% | +2.7% | +3.6% |
| 3M | -1.2% | -5.2% | +4.1% | +5.2% |
| 6M | +9.9% | +0.1% | +9.8% | +10.8% |
| YTD | +60.5% | +8.2% | +52.2% | +50.5% |
| 1Y | +82.0% | +10.1% | +71.9% | +67.7% |
| 3Y | +57.8% | +69.7% | -11.9% | -3.0% |
| 5Y | -6.1% | +53.4% | -59.5% | -36.8% |
| All | +173.1% | +214.8% | -41.7% | -25.0% |
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 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