+79.3%
MDWD vs VT
+76.6%
+2.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.7% | +4.3% | +4.5% |
| 7D | +4.7% | -0.3% | +5.0% | +5.1% |
| 30D | +5.1% | -1.4% | +6.5% | +6.6% |
| 3M | -0.7% | -1.4% | +0.7% | +0.5% |
| 6M | -17.7% | +5.5% | -23.2% | -22.1% |
| YTD | -23.1% | +12.8% | -35.9% | -31.9% |
| 1Y | -20.7% | +15.4% | -36.1% | -31.3% |
| All | +79.3% | +76.6% | +2.7% | +33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling