+165.9%
MIY price history and return analytics
+356.5%
-190.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -3.0% | +2.4% | -5.4% | -3.5% |
| 30D | +3.5% | -1.5% | +5.0% | +3.8% |
| 3M | -2.5% | -4.1% | +1.6% | -1.8% |
| 6M | +3.5% | +0.6% | +2.9% | +3.3% |
| YTD | +7.1% | +11.0% | -4.0% | +4.8% |
| 1Y | +9.2% | +13.3% | -4.1% | +6.5% |
| 3Y | +38.7% | +73.4% | -34.7% | +24.3% |
| 5Y | +1.1% | +57.4% | -56.4% | -8.2% |
| 10Y | +40.5% | +221.7% | -181.2% | +11.0% |
| All | +165.9% | +356.5% | -190.6% | +84.7% |
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 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