-90.7%
MDCX vs VT
+23.4%
-114.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -34.2% | +1.0% | -35.3% | -36.3% |
| 7D | -36.2% | +0.1% | -36.3% | -36.9% |
| 30D | -43.7% | +0.8% | -44.6% | -45.3% |
| 3M | -52.2% | +2.8% | -55.0% | -55.4% |
| 6M | -88.4% | +13.0% | -101.3% | -90.7% |
| YTD | -88.8% | +15.4% | -104.2% | -91.3% |
| All | -90.7% | +23.4% | -114.0% | -94.0% |
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