-10.8%
MDLN vs VSH
+114.9%
-125.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.4% | -4.4% | -0.1% |
| 7D | +3.7% | +4.1% | -0.3% | +3.6% |
| 30D | -0.2% | -4.2% | +4.0% | -0.1% |
| 3M | +6.2% | -50.0% | +56.2% | +4.8% |
| 6M | -14.7% | +80.2% | -94.8% | -18.5% |
| YTD | -12.9% | +121.1% | -134.0% | -13.5% |
| All | -10.8% | +114.9% | -125.6% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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