+175.4%
MIY price history and return analytics
+371.8%
-196.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | 0.0% | +1.0% | -1.0% | -0.2% |
| 30D | +3.5% | -0.2% | +3.7% | +3.5% |
| 3M | +4.2% | +4.5% | -0.4% | +3.2% |
| 6M | +1.6% | +14.1% | -12.5% | -1.0% |
| YTD | +10.9% | +14.8% | -3.9% | +7.9% |
| 1Y | +16.7% | +21.2% | -4.5% | +12.4% |
| 3Y | +40.5% | +76.6% | -36.0% | +25.6% |
| 5Y | +2.6% | +66.6% | -64.0% | -7.8% |
| 10Y | +33.9% | +222.3% | -188.3% | +5.7% |
| All | +175.4% | +371.8% | -196.4% | +90.2% |
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