+1,049.8%
MDB vs VTR
+104.8%
+945.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.0% | -2.1% | -3.6% |
| 7D | -17.4% | -1.7% | -15.8% | -17.1% |
| 30D | -2.0% | -2.4% | +0.4% | -1.6% |
| 3M | -3.0% | +14.8% | -17.8% | -6.7% |
| 6M | +48.7% | +5.3% | +43.3% | +45.4% |
| YTD | -12.1% | +18.1% | -30.2% | -16.7% |
| 1Y | +14.5% | +36.7% | -22.2% | +4.2% |
| 3Y | -6.1% | +130.1% | -136.2% | -26.1% |
| 5Y | -27.3% | +89.5% | -116.8% | -40.4% |
| All | +1,049.8% | +104.8% | +945.0% | +833.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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