-61.0%
MDXG vs VT
+53.4%
-114.4%
-69.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.6% |
| 7D | -14.7% | -2.3% | -12.4% | -12.5% |
| 30D | -28.2% | -5.0% | -23.2% | -23.9% |
| 3M | -20.8% | -4.9% | -15.9% | -16.3% |
| 6M | -9.6% | -1.5% | -8.0% | -9.3% |
| YTD | -51.1% | +8.5% | -59.6% | -57.1% |
| 1Y | -54.8% | +11.4% | -66.2% | -61.8% |
| 3Y | -50.5% | +70.1% | -120.6% | -78.3% |
| All | -61.0% | +53.4% | -114.4% | -78.7% |
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