-78.8%
MDXH vs VT
+23.3%
-102.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +3.8% | +0.4% | +3.4% | +3.0% |
| 30D | +72.4% | +1.0% | +71.5% | +70.0% |
| 3M | +24.7% | +2.4% | +22.4% | +19.8% |
| 6M | -78.1% | +12.0% | -90.1% | -82.3% |
| YTD | -79.0% | +15.3% | -94.4% | -84.4% |
| 1Y | -78.8% | +22.6% | -101.4% | -88.8% |
| All | -78.8% | +23.3% | -102.1% | -88.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling