-99.4%
MEDS vs VT
+26.1%
-125.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.5% |
| 7D | -38.5% | -2.3% | -36.2% | -36.5% |
| 30D | -59.0% | -5.0% | -54.1% | -56.2% |
| 3M | -55.3% | -4.9% | -50.4% | -52.7% |
| 6M | -74.6% | -1.5% | -73.1% | -74.5% |
| YTD | -94.1% | +8.5% | -102.6% | -94.9% |
| 1Y | -96.6% | +11.4% | -108.0% | -97.1% |
| All | -99.4% | +26.1% | -125.5% | -99.6% |
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