+23.5%
MMIT price history and return analytics
+168.1%
-144.6%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -0.3% | +1.0% | -1.3% | -0.4% |
| 30D | -1.4% | -0.2% | -1.2% | -1.4% |
| 3M | -1.8% | +4.5% | -6.4% | -2.1% |
| 6M | -1.7% | +14.1% | -15.8% | -2.4% |
| YTD | -0.4% | +14.8% | -15.2% | -1.2% |
| 1Y | +1.6% | +21.2% | -19.6% | +0.5% |
| 3Y | +10.2% | +76.6% | -66.4% | +6.5% |
| 5Y | +3.6% | +66.6% | -63.0% | +0.3% |
| All | +23.5% | +168.1% | -144.6% | +14.2% |
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 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