-79.9%
MDXH vs VT
+21.4%
-101.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -3.7% |
| 7D | -0.8% | +1.0% | -1.8% | -2.5% |
| 30D | +54.9% | -0.2% | +55.1% | +55.8% |
| 3M | +30.8% | +4.5% | +26.2% | +20.5% |
| 6M | -78.2% | +14.1% | -92.2% | -83.1% |
| YTD | -80.0% | +14.8% | -94.8% | -85.0% |
| 1Y | -79.9% | +21.2% | -101.1% | -88.7% |
| All | -79.9% | +21.4% | -101.3% | -88.7% |
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 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