-45.2%
MDB vs VT
+53.2%
-98.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.1% | -3.2% | +1.6% |
| 7D | -20.9% | -4.2% | -16.7% | -13.1% |
| 30D | -15.6% | -5.8% | -9.8% | -3.2% |
| 3M | -19.1% | -5.2% | -13.8% | -8.1% |
| 6M | +14.2% | +0.1% | +14.1% | +13.5% |
| YTD | -27.4% | +8.2% | -35.7% | -39.2% |
| 1Y | -13.0% | +10.1% | -23.2% | -30.0% |
| 3Y | -11.2% | +69.7% | -80.9% | -74.5% |
| 5Y | -45.2% | +53.4% | -98.6% | -76.2% |
| All | -45.2% | +53.2% | -98.4% | -76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling