-99.6%
MEDS vs VT
+29.1%
-128.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.5% | -0.3% | -14.2% | -14.2% |
| 7D | -36.9% | +2.4% | -39.3% | -38.7% |
| 30D | -73.9% | -1.5% | -72.4% | -73.2% |
| 3M | -50.1% | -4.1% | -45.9% | -47.2% |
| 6M | -84.7% | +0.6% | -85.2% | -85.0% |
| YTD | -96.3% | +11.0% | -107.3% | -96.9% |
| 1Y | -97.3% | +13.3% | -110.6% | -97.8% |
| All | -99.6% | +29.1% | -128.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling