+7.4%
MD vs VT
+374.2%
-366.8%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +1.6% | +0.4% | +1.1% | +1.2% |
| 30D | +4.0% | +1.0% | +3.0% | +3.2% |
| 3M | +20.8% | +2.4% | +18.5% | +18.2% |
| 6M | +36.0% | +12.0% | +24.0% | +23.8% |
| YTD | +26.4% | +15.3% | +11.0% | +12.3% |
| 1Y | +58.9% | +22.6% | +36.3% | +34.6% |
| 3Y | +93.5% | +74.7% | +18.8% | +25.1% |
| 5Y | -12.7% | +66.1% | -78.9% | -41.2% |
| 10Y | -59.4% | +225.0% | -284.4% | -82.3% |
| All | +7.4% | +374.2% | -366.8% | -66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling