-15.4%
MDLN vs VT
+15.9%
-31.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -4.9% |
| 7D | -1.2% | +1.0% | -2.2% | -1.6% |
| 30D | -1.5% | -0.2% | -1.3% | -1.4% |
| 3M | +2.6% | +4.5% | -1.9% | +0.8% |
| 6M | -20.9% | +14.1% | -34.9% | -27.0% |
| YTD | -17.4% | +14.8% | -32.2% | -21.9% |
| All | -15.4% | +15.9% | -31.2% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling