-1.6%
MDLN vs VTR
+16.8%
-18.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +2.5% | +15.9% | +17.7% |
| 7D | +24.7% | +10.0% | +14.6% | +22.3% |
| 30D | +12.7% | +9.6% | +3.1% | +10.9% |
| 3M | -4.0% | -1.2% | -2.8% | -4.1% |
| 6M | -8.7% | +2.8% | -11.5% | -9.9% |
| YTD | -3.9% | +17.4% | -21.3% | -6.5% |
| All | -1.6% | +16.8% | -18.4% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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