-7.1%
MDU vs VT
+12.0%
-19.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.3% |
| 7D | -1.9% | -0.1% | -1.7% | -1.7% |
| 30D | +2.9% | -3.1% | +5.9% | +3.7% |
| 3M | -4.8% | -3.5% | -1.3% | -4.0% |
| 6M | -13.1% | +0.5% | -13.5% | -13.2% |
| YTD | +0.8% | +10.8% | -9.9% | -4.6% |
| All | -7.1% | +12.0% | -19.0% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling