-12.1%
MDB vs VG
+48.6%
-60.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.7% |
| 7D | -11.4% | -22.0% | +10.7% | -11.0% |
| 30D | -13.8% | -11.6% | -2.2% | -13.4% |
| 3M | -15.5% | -14.9% | -0.6% | -15.1% |
| 6M | +17.9% | -3.5% | +21.5% | +17.8% |
| YTD | -25.5% | +70.0% | -95.4% | -21.6% |
| 1Y | -12.1% | +50.0% | -62.1% | -8.2% |
| All | -12.1% | +48.6% | -60.7% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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