+8.2%
MDB vs VIG
+14.1%
-5.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.4% |
| 7D | -4.5% | -1.2% | -3.4% | -2.9% |
| 30D | -14.0% | -2.8% | -11.2% | -10.3% |
| 3M | +5.3% | +2.5% | +2.9% | +2.0% |
| 6M | +31.9% | +8.1% | +23.8% | +18.0% |
| YTD | -14.6% | +9.6% | -24.2% | -23.2% |
| 1Y | +8.2% | +14.2% | -5.9% | -6.4% |
| All | +8.2% | +14.1% | -5.8% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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