-94.9%
MVIS price history and return analytics
+221.8%
-316.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.2% |
| 7D | -9.5% | +2.4% | -11.8% | -12.8% |
| 30D | -10.3% | -1.5% | -8.8% | -7.4% |
| 3M | -72.1% | -4.1% | -68.0% | -69.8% |
| 6M | -90.8% | +0.6% | -91.3% | -90.8% |
| YTD | -91.6% | +11.0% | -102.6% | -92.7% |
| 1Y | -92.3% | +13.3% | -105.7% | -93.5% |
| 3Y | -96.4% | +73.4% | -169.8% | -98.4% |
| 5Y | -99.2% | +57.4% | -156.7% | -99.6% |
| All | -94.9% | +221.8% | -316.6% | -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