-95.5%
MDXH vs VT
+74.0%
-169.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.1% | +3.2% |
| 7D | -8.3% | +2.4% | -10.6% | -10.8% |
| 30D | -77.2% | -1.5% | -75.7% | -76.2% |
| 3M | -68.8% | -4.1% | -64.7% | -66.4% |
| 6M | -92.6% | +0.6% | -93.2% | -92.5% |
| YTD | -96.0% | +11.0% | -107.0% | -96.3% |
| 1Y | -96.4% | +13.3% | -109.7% | -96.7% |
| 3Y | -95.5% | +73.4% | -168.9% | -93.0% |
| All | -95.5% | +74.0% | -169.5% | -93.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling