-99.5%
MEDS vs VT
+30.3%
-129.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.1% | +5.2% | +5.1% |
| 7D | -36.0% | -0.7% | -35.3% | -35.1% |
| 30D | -69.0% | -1.7% | -67.2% | -68.1% |
| 3M | -31.4% | -2.3% | -29.1% | -29.4% |
| 6M | -79.3% | +1.5% | -80.8% | -79.9% |
| YTD | -95.2% | +12.0% | -107.3% | -96.0% |
| 1Y | -96.8% | +12.9% | -109.6% | -97.3% |
| All | -99.5% | +30.3% | -129.8% | -99.7% |
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 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