-99.5%
MEDS vs VT
+28.8%
-128.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.5% | -8.6% | -8.5% |
| 7D | -50.2% | -0.1% | -50.1% | -50.0% |
| 30D | -69.7% | -3.1% | -66.7% | -68.5% |
| 3M | -44.0% | -3.5% | -40.5% | -41.5% |
| 6M | -78.7% | +0.5% | -79.1% | -79.1% |
| YTD | -95.5% | +10.8% | -106.3% | -96.2% |
| 1Y | -97.0% | +11.9% | -108.9% | -97.5% |
| All | -99.5% | +28.8% | -128.3% | -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 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