-21.0%
MDLN vs VTR
+17.7%
-38.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.2% | -6.1% | -5.1% |
| 7D | -11.5% | -1.8% | -9.7% | -11.2% |
| 30D | -7.6% | +4.0% | -11.6% | -8.2% |
| 3M | -11.4% | +7.8% | -19.2% | -12.7% |
| 6M | -24.5% | +6.4% | -30.8% | -25.5% |
| YTD | -22.9% | +18.3% | -41.2% | -25.0% |
| All | -21.0% | +17.7% | -38.7% | -22.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling