-95.0%
MRDN vs VT
+224.5%
-319.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -2.8% | +0.4% | -3.2% | -3.1% |
| 30D | -3.3% | +1.0% | -4.3% | -3.9% |
| 3M | +10.9% | +2.4% | +8.5% | +9.5% |
| 6M | +56.6% | +12.0% | +44.6% | +45.2% |
| YTD | +41.0% | +15.3% | +25.6% | +28.4% |
| 1Y | +15.0% | +22.6% | -7.6% | +0.3% |
| 3Y | -61.1% | +74.7% | -135.7% | -73.4% |
| 5Y | -83.3% | +66.1% | -149.4% | -88.2% |
| All | -95.0% | +224.5% | -319.5% | -98.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling