+156.4%
MDGL vs VT
+374.2%
-217.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.4% | +0.4% | +0.9% | +0.9% |
| 30D | +5.2% | +1.0% | +4.3% | +4.2% |
| 3M | +9.8% | +2.4% | +7.4% | +6.8% |
| 6M | +24.4% | +12.0% | +12.4% | +10.1% |
| YTD | -7.1% | +15.3% | -22.4% | -20.2% |
| 1Y | +25.5% | +22.6% | +2.9% | +1.4% |
| 3Y | +192.3% | +74.7% | +117.6% | +67.1% |
| 5Y | +570.0% | +66.1% | +503.8% | +306.7% |
| 10Y | +4,458.4% | +225.0% | +4,233.4% | +1,317.9% |
| All | +156.4% | +374.2% | -217.8% | -26.8% |
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