-17.0%
MDLN vs VOO
+13.1%
-30.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.6% |
| 7D | -6.2% | -0.4% | -5.8% | -6.0% |
| 30D | +0.7% | -1.4% | +2.1% | +1.6% |
| 3M | -5.4% | +3.7% | -9.2% | -6.8% |
| 6M | -21.6% | +13.0% | -34.6% | -28.2% |
| YTD | -18.9% | +12.4% | -31.4% | -25.1% |
| All | -17.0% | +13.1% | -30.1% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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