-84.2%
MDAI vs VT
+74.8%
-159.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +1.2% |
| 7D | +0.7% | +0.4% | +0.3% | +0.7% |
| 30D | -7.3% | -2.6% | -4.7% | -5.7% |
| 3M | -12.6% | -3.2% | -9.3% | -10.8% |
| 6M | -33.8% | +0.9% | -34.7% | -33.8% |
| YTD | +7.7% | +11.3% | -3.6% | +2.8% |
| 1Y | -21.1% | +14.0% | -35.1% | -25.5% |
| 3Y | -43.3% | +75.8% | -119.2% | -50.3% |
| 5Y | -84.4% | +57.8% | -142.2% | -86.3% |
| All | -84.2% | +74.8% | -159.0% | -86.2% |
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