-1.6%
MDLN vs VNQ
+14.3%
-15.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +3.2% | +15.2% | +15.3% |
| 7D | +24.7% | +6.8% | +17.9% | +18.5% |
| 30D | +12.7% | +10.0% | +2.7% | +4.9% |
| 3M | -4.0% | 0.0% | -4.0% | -4.0% |
| 6M | -8.7% | +4.5% | -13.2% | -10.5% |
| YTD | -3.9% | +13.9% | -17.9% | -10.1% |
| All | -1.6% | +14.3% | -15.9% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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