-5.6%
MDB vs VIG
+57.1%
-62.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -2.1% |
| 7D | -18.0% | -0.4% | -17.6% | -17.4% |
| 30D | -10.7% | -2.1% | -8.6% | -7.4% |
| 3M | +1.0% | +3.3% | -2.4% | -4.6% |
| 6M | +31.6% | +9.3% | +22.3% | +12.7% |
| YTD | -15.2% | +10.1% | -25.3% | -27.8% |
| 1Y | +10.1% | +14.7% | -4.6% | -13.0% |
| 3Y | -5.6% | +56.9% | -62.6% | -54.4% |
| All | -5.6% | +57.1% | -62.7% | -54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling