-40.3%
MDXG vs VT
+224.5%
-264.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +1.6% | +0.4% | +1.1% | +1.0% |
| 30D | +9.9% | +1.0% | +8.9% | +8.6% |
| 3M | +20.9% | +2.4% | +18.5% | +17.4% |
| 6M | -5.2% | +12.0% | -17.2% | -16.6% |
| YTD | -32.5% | +15.3% | -47.8% | -42.6% |
| 1Y | -35.5% | +22.6% | -58.1% | -48.7% |
| 3Y | -40.5% | +74.7% | -115.2% | -68.3% |
| 5Y | -70.6% | +66.1% | -136.8% | -83.2% |
| All | -40.3% | +224.5% | -264.8% | -83.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling