-7.7%
MDB vs VT
+15.2%
-22.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -4.7% |
| 7D | -16.5% | -0.3% | -16.2% | -16.0% |
| 30D | -8.6% | -1.4% | -7.2% | -6.2% |
| 3M | -13.6% | -1.4% | -12.2% | -11.1% |
| 6M | +24.1% | +5.5% | +18.6% | +15.9% |
| YTD | -21.8% | +12.8% | -34.6% | -31.4% |
| 1Y | -7.7% | +15.4% | -23.1% | -21.8% |
| All | -7.7% | +15.2% | -22.9% | -21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling