+1,010.1%
MDB vs VTRS
-44.2%
+1,054.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -3.1% |
| 7D | -18.0% | -0.1% | -17.9% | -18.1% |
| 30D | -10.7% | +1.9% | -12.6% | -11.3% |
| 3M | +1.0% | +5.1% | -4.1% | -0.7% |
| 6M | +31.6% | +20.1% | +11.6% | +25.1% |
| YTD | -15.2% | +36.6% | -51.7% | -21.8% |
| 1Y | +10.1% | +64.1% | -54.0% | -3.1% |
| 3Y | -5.6% | +86.4% | -92.0% | -21.0% |
| 5Y | -24.5% | +40.9% | -65.4% | -34.8% |
| All | +1,010.1% | -44.2% | +1,054.3% | +933.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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