+4.7%
MDT vs VIG
+16.9%
-12.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | +3.2% | -0.4% | +3.7% | +3.5% |
| 30D | +9.5% | -1.0% | +10.5% | +10.3% |
| 3M | +16.0% | +2.8% | +13.2% | +13.9% |
| 6M | +0.2% | +8.2% | -8.0% | -4.9% |
| YTD | -0.3% | +11.0% | -11.3% | -7.0% |
| 1Y | +4.7% | +16.1% | -11.4% | -4.0% |
| All | +4.7% | +16.9% | -12.1% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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