-92.8%
MVIS price history and return analytics
+223.7%
-316.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +2.5% |
| 7D | -1.6% | +0.4% | -2.0% | -2.0% |
| 30D | +3.3% | -2.6% | +5.9% | +8.5% |
| 3M | -63.4% | -3.2% | -60.2% | -61.0% |
| 6M | -87.7% | +0.9% | -88.6% | -87.8% |
| YTD | -90.0% | +11.3% | -101.3% | -91.4% |
| 1Y | -92.3% | +14.0% | -106.3% | -93.6% |
| 3Y | -95.6% | +75.8% | -171.4% | -98.1% |
| 5Y | -99.1% | +57.8% | -156.9% | -99.5% |
| 10Y | -92.8% | +219.8% | -312.6% | -97.7% |
| All | -92.8% | +223.7% | -316.5% | -97.7% |
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