-47.1%
MDWD vs VT
+53.2%
-100.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.1% | -2.7% |
| 7D | -3.8% | -4.2% | +0.3% | -0.1% |
| 30D | +1.4% | -5.8% | +7.2% | +6.8% |
| 3M | -6.1% | -5.2% | -0.8% | -1.6% |
| 6M | -23.6% | +0.1% | -23.7% | -24.0% |
| YTD | -27.8% | +8.2% | -36.0% | -32.9% |
| 1Y | -26.6% | +10.1% | -36.7% | -32.8% |
| 3Y | +62.2% | +69.7% | -7.5% | +4.9% |
| 5Y | -47.1% | +53.4% | -100.5% | -64.0% |
| All | -47.1% | +53.2% | -100.3% | -64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling