-26.7%
MDXG vs VT
+355.4%
-382.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | +3.7% | -0.1% | +3.8% | +3.5% |
| 30D | -27.8% | -3.1% | -24.8% | -26.5% |
| 3M | -21.1% | -3.5% | -17.6% | -19.5% |
| 6M | -6.4% | +0.5% | -6.9% | -7.2% |
| YTD | -50.2% | +10.8% | -61.0% | -53.9% |
| 1Y | -56.3% | +11.9% | -68.2% | -59.8% |
| 3Y | -43.3% | +73.0% | -116.2% | -61.0% |
| 5Y | -57.8% | +58.6% | -116.4% | -68.6% |
| 10Y | -62.8% | +219.2% | -282.0% | -80.5% |
| All | -26.7% | +355.4% | -382.2% | -70.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling