+57.9%
MDT vs VT
+215.5%
-157.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.1% |
| 7D | +5.4% | -2.3% | +7.8% | +7.3% |
| 30D | +19.1% | -5.0% | +24.0% | +23.5% |
| 3M | +19.5% | -4.9% | +24.3% | +23.7% |
| 6M | +33.5% | -1.5% | +35.0% | +33.9% |
| YTD | +8.7% | +8.5% | +0.2% | +0.6% |
| 1Y | +16.8% | +11.4% | +5.4% | +5.7% |
| 3Y | +53.0% | +70.1% | -17.1% | -4.2% |
| 5Y | -2.9% | +53.7% | -56.6% | -34.0% |
| All | +57.9% | +215.5% | -157.6% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling