+19.9%
MDT vs VTEB
+0.4%
+19.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.7% | +5.5% |
| 7D | +10.7% | +0.9% | +9.8% | +9.4% |
| 30D | +19.3% | +3.7% | +15.7% | +13.7% |
| 3M | +22.8% | -0.8% | +23.6% | +24.1% |
| 6M | +36.4% | -0.9% | +37.3% | +38.8% |
| YTD | +12.1% | -0.1% | +12.2% | +12.0% |
| 1Y | +19.9% | +0.2% | +19.7% | +18.8% |
| All | +19.9% | +0.4% | +19.5% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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