-9.0%
MDB vs VIG
+17.7%
-26.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.1% | +0.7% |
| 7D | +3.0% | -0.3% | +3.3% | +3.6% |
| 30D | -11.3% | +4.9% | -16.2% | -17.1% |
| 3M | -23.0% | +2.9% | -25.9% | -25.9% |
| 6M | +14.8% | +11.2% | +3.5% | -0.8% |
| YTD | -19.4% | +16.0% | -35.4% | -32.7% |
| 1Y | -9.0% | +17.0% | -25.9% | -24.7% |
| All | -9.0% | +17.7% | -26.7% | -24.7% |
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