-92.3%
MVIS price history and return analytics
+11.9%
-104.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.0% |
| 7D | -9.5% | +2.4% | -11.8% | -14.1% |
| 30D | -10.3% | -1.5% | -8.8% | -6.5% |
| 3M | -72.1% | -4.1% | -68.0% | -68.8% |
| 6M | -90.8% | +0.6% | -91.3% | -91.0% |
| YTD | -91.6% | +11.0% | -102.6% | -93.6% |
| 1Y | -92.3% | +13.3% | -105.7% | -94.5% |
| All | -92.3% | +11.9% | -104.2% | -94.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling