-94.6%
MVIS price history and return analytics
+224.4%
-318.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -2.8% |
| 7D | -8.1% | -0.7% | -7.4% | -6.7% |
| 30D | -5.0% | -1.7% | -3.3% | -1.6% |
| 3M | -68.7% | -2.3% | -66.4% | -67.1% |
| 6M | -89.6% | +1.5% | -91.1% | -89.8% |
| YTD | -90.8% | +12.0% | -102.9% | -92.2% |
| 1Y | -92.9% | +12.9% | -105.8% | -94.0% |
| 3Y | -96.2% | +74.9% | -171.1% | -98.3% |
| 5Y | -99.2% | +59.9% | -159.1% | -99.5% |
| 10Y | -94.6% | +224.6% | -319.2% | -98.5% |
| All | -94.6% | +224.4% | -318.9% | -98.5% |
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