-98.7%
MDXH vs VT
+54.4%
-153.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.7% | +3.8% |
| 7D | -3.7% | -2.3% | -1.4% | -1.6% |
| 30D | -73.8% | -5.0% | -68.9% | -72.1% |
| 3M | -64.2% | -4.9% | -59.3% | -61.7% |
| 6M | -92.2% | -1.5% | -90.7% | -91.9% |
| YTD | -95.6% | +8.5% | -104.1% | -95.8% |
| 1Y | -96.6% | +11.4% | -108.0% | -96.8% |
| 3Y | -94.8% | +70.1% | -164.9% | -96.3% |
| 5Y | -98.7% | +53.7% | -152.4% | -99.1% |
| All | -98.7% | +54.4% | -153.1% | -99.1% |
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