+923.9%
MDB vs VT
+164.8%
+759.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -4.9% |
| 7D | -16.5% | -0.3% | -16.2% | -16.0% |
| 30D | -8.6% | -1.4% | -7.2% | -6.0% |
| 3M | -13.6% | -1.4% | -12.2% | -10.9% |
| 6M | +24.1% | +5.5% | +18.6% | +13.9% |
| YTD | -21.8% | +12.8% | -34.6% | -35.3% |
| 1Y | -7.7% | +15.4% | -23.1% | -26.4% |
| 3Y | -4.3% | +76.9% | -81.2% | -60.5% |
| 5Y | -38.6% | +60.4% | -99.0% | -68.0% |
| All | +923.9% | +164.8% | +759.1% | +201.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling