-3.0%
MDLN vs VYM
+13.1%
-16.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.3% | +1.8% | +1.9% |
| 7D | +24.2% | -3.0% | +27.3% | +28.1% |
| 30D | +11.8% | +0.9% | +10.9% | +11.2% |
| 3M | +8.4% | -2.7% | +11.1% | +11.8% |
| 6M | -12.3% | +3.4% | -15.7% | -13.5% |
| YTD | -5.3% | +13.3% | -18.7% | -7.8% |
| All | -3.0% | +13.1% | -16.1% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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