-20.7%
MDLN vs VNQ
+9.6%
-30.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | -0.1% |
| 7D | -11.1% | -1.3% | -9.8% | -10.2% |
| 30D | -8.4% | -2.6% | -5.8% | -6.5% |
| 3M | -12.4% | -2.0% | -10.4% | -10.3% |
| 6M | -23.3% | +4.3% | -27.6% | -24.5% |
| YTD | -22.5% | +9.2% | -31.8% | -25.1% |
| All | -20.7% | +9.6% | -30.3% | -23.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling