+148.8%
MDU vs VT
+215.5%
-66.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.3% |
| 7D | -5.5% | -2.3% | -3.2% | -3.5% |
| 30D | -1.4% | -5.0% | +3.6% | +3.0% |
| 3M | -9.6% | -4.9% | -4.7% | -5.7% |
| 6M | -15.3% | -1.5% | -13.8% | -14.8% |
| YTD | -2.6% | +8.5% | -11.0% | -10.4% |
| 1Y | -7.1% | +11.4% | -18.5% | -16.6% |
| 3Y | +91.5% | +70.1% | +21.5% | +15.6% |
| 5Y | +96.3% | +53.7% | +42.6% | +29.4% |
| All | +148.8% | +215.5% | -66.7% | -26.9% |
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