+32.0%
MIY price history and return analytics
+229.8%
-197.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -1.8% | -1.1% | -0.7% | -1.5% |
| 30D | -1.6% | -1.0% | -0.7% | -1.4% |
| 3M | +1.3% | +3.2% | -1.8% | +0.5% |
| 6M | -0.4% | +12.5% | -12.9% | -3.4% |
| YTD | +8.1% | +14.1% | -6.0% | +4.5% |
| 1Y | +12.8% | +18.9% | -6.2% | +7.8% |
| 3Y | +36.4% | +74.1% | -37.7% | +17.7% |
| 5Y | +0.6% | +66.9% | -66.3% | -12.7% |
| All | +32.0% | +229.8% | -197.8% | -5.7% |
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