-10.8%
MDLN vs VTR
+17.5%
-28.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.3% |
| 7D | +3.7% | -1.7% | +5.4% | +4.0% |
| 30D | -0.2% | -2.4% | +2.2% | +0.2% |
| 3M | +6.2% | +14.8% | -8.6% | +3.6% |
| 6M | -14.7% | +5.3% | -20.0% | -15.8% |
| YTD | -12.9% | +18.1% | -31.0% | -15.2% |
| All | -10.8% | +17.5% | -28.2% | -12.8% |
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