-66.7%
MDXG vs VT
+222.7%
-289.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.8% |
| 7D | -1.2% | +2.9% | -4.1% | -4.2% |
| 30D | -30.9% | -2.5% | -28.4% | -29.4% |
| 3M | -24.3% | -3.3% | -21.0% | -22.1% |
| 6M | -8.5% | +1.5% | -10.0% | -11.1% |
| YTD | -52.1% | +11.4% | -63.5% | -58.0% |
| 1Y | -56.7% | +11.9% | -68.6% | -62.2% |
| 3Y | -45.5% | +73.9% | -119.3% | -70.9% |
| 5Y | -60.8% | +57.9% | -118.7% | -76.4% |
| All | -66.7% | +222.7% | -289.4% | -90.1% |
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