-58.8%
MDXG vs VT
+57.0%
-115.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.6% |
| 7D | -3.0% | +2.4% | -5.4% | -5.9% |
| 30D | -31.7% | -1.5% | -30.2% | -30.9% |
| 3M | -23.6% | -4.1% | -19.5% | -20.1% |
| 6M | -8.8% | +0.6% | -9.4% | -11.0% |
| YTD | -52.6% | +11.0% | -63.6% | -59.6% |
| 1Y | -57.0% | +13.3% | -70.4% | -64.4% |
| 3Y | -47.9% | +73.4% | -121.3% | -77.7% |
| All | -58.8% | +57.0% | -115.8% | -78.2% |
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