-18.2%
MDT vs VNQ
+7.0%
-25.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.1% |
| 7D | -3.4% | -1.3% | -2.1% | -2.7% |
| 30D | +0.2% | -2.6% | +2.8% | +1.6% |
| 3M | +14.3% | -2.0% | +16.3% | +15.6% |
| 6M | +4.0% | +4.3% | -0.3% | +1.7% |
| YTD | -3.7% | +9.2% | -12.9% | -8.2% |
| 1Y | -0.4% | +5.6% | -6.0% | -3.3% |
| 3Y | +23.3% | +30.8% | -7.5% | +5.8% |
| All | -18.2% | +7.0% | -25.2% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 5y: compounded portfolio wealth divided by compounded VNQ 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…
5y analysis · Full analysis span regression · 6 months rolling