+2,184.9%
MEDP vs VT
+206.9%
+1,978.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | +1.7% |
| 7D | -6.3% | -4.2% | -2.1% | -1.3% |
| 30D | +5.3% | -5.8% | +11.1% | +13.3% |
| 3M | +8.0% | -5.2% | +13.3% | +15.2% |
| 6M | +47.6% | +0.1% | +47.4% | +45.3% |
| YTD | +13.1% | +8.2% | +4.8% | +0.8% |
| 1Y | +6.0% | +10.1% | -4.1% | -7.6% |
| 3Y | +131.6% | +69.7% | +61.9% | +16.1% |
| 5Y | +181.2% | +53.4% | +127.8% | +62.3% |
| 10Y | +1,950.3% | +219.2% | +1,731.1% | +439.5% |
| All | +2,184.9% | +206.9% | +1,978.0% | +530.3% |
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