-49.9%
MDWD vs VT
+66.2%
-116.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.5% |
| 7D | +6.5% | +1.0% | +5.5% | +5.6% |
| 30D | -6.6% | -0.2% | -6.4% | -6.4% |
| 3M | -5.4% | +4.5% | -10.0% | -9.3% |
| 6M | -21.1% | +14.1% | -35.1% | -29.8% |
| YTD | -27.2% | +14.8% | -42.0% | -35.7% |
| 1Y | -19.7% | +21.2% | -40.9% | -32.4% |
| 3Y | +87.2% | +76.6% | +10.6% | +16.5% |
| 5Y | -49.9% | +66.6% | -116.5% | -67.6% |
| All | -49.9% | +66.2% | -116.1% | -67.6% |
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 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