-15.4%
MDLN vs VO
+13.0%
-28.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.7% |
| 7D | -1.2% | +0.6% | -1.8% | -1.7% |
| 30D | -1.5% | -1.1% | -0.5% | -0.6% |
| 3M | +2.6% | +4.5% | -1.9% | +0.4% |
| 6M | -20.9% | +11.1% | -31.9% | -26.0% |
| YTD | -17.4% | +13.5% | -30.9% | -20.1% |
| All | -15.4% | +13.0% | -28.3% | -18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling