-52.8%
MNDO price history and return analytics
+63.7%
-116.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.7% |
| 7D | +3.1% | -2.0% | +5.1% | +3.7% |
| 30D | -1.0% | -1.4% | +0.4% | -0.6% |
| 3M | +5.3% | +4.7% | +0.5% | +3.9% |
| 6M | -16.7% | +11.4% | -28.0% | -19.1% |
| YTD | -13.0% | +13.1% | -26.1% | -15.9% |
| 1Y | -17.4% | +19.0% | -36.4% | -21.3% |
| 3Y | -34.7% | +73.9% | -108.6% | -44.6% |
| 5Y | -52.8% | +65.4% | -118.2% | -59.1% |
| All | -52.8% | +63.7% | -116.5% | -59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling