+172.5%
MDU vs VT
+374.2%
-201.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.1% | +0.4% | -1.6% | -1.5% |
| 30D | -2.2% | +1.0% | -3.2% | -3.2% |
| 3M | -6.9% | +2.4% | -9.2% | -9.4% |
| 6M | -4.9% | +12.0% | -16.9% | -15.2% |
| YTD | +1.6% | +15.3% | -13.7% | -12.0% |
| 1Y | +24.1% | +22.6% | +1.5% | +1.3% |
| 3Y | +86.8% | +74.7% | +12.2% | +8.6% |
| 5Y | +84.6% | +66.1% | +18.5% | +10.9% |
| 10Y | +188.8% | +225.0% | -36.2% | -8.5% |
| All | +172.5% | +374.2% | -201.7% | -45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling