-20.7%
MDLN vs VO
+11.9%
-32.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.3% |
| 7D | -11.1% | -1.5% | -9.6% | -9.9% |
| 30D | -8.4% | -3.0% | -5.3% | -5.9% |
| 3M | -12.4% | +2.8% | -15.2% | -13.2% |
| 6M | -23.3% | +10.9% | -34.2% | -27.7% |
| YTD | -22.5% | +12.5% | -35.0% | -24.4% |
| All | -20.7% | +11.9% | -32.5% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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