-99.2%
MVIS price history and return analytics
+58.5%
-157.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -2.9% |
| 7D | -4.4% | +2.9% | -7.3% | -10.4% |
| 30D | -7.6% | -2.5% | -5.1% | -1.5% |
| 3M | -76.6% | -3.3% | -73.2% | -74.4% |
| 6M | -89.6% | +1.5% | -91.2% | -90.0% |
| YTD | -91.2% | +11.4% | -102.6% | -93.0% |
| 1Y | -92.3% | +11.9% | -104.2% | -93.9% |
| 3Y | -96.3% | +73.9% | -170.2% | -99.0% |
| 5Y | -99.2% | +57.9% | -157.1% | -99.6% |
| All | -99.2% | +58.5% | -157.8% | -99.6% |
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