-96.8%
MRDN vs VT
+215.5%
-312.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.6% | -5.5% |
| 7D | -11.1% | -2.3% | -8.8% | -9.3% |
| 30D | -23.2% | -5.0% | -18.2% | -20.0% |
| 3M | -36.8% | -4.9% | -31.9% | -34.3% |
| 6M | -34.8% | -1.5% | -33.2% | -33.4% |
| YTD | -9.7% | +8.5% | -18.2% | -13.8% |
| 1Y | -25.7% | +11.4% | -37.1% | -30.5% |
| 3Y | -71.3% | +70.1% | -141.4% | -79.9% |
| 5Y | -91.3% | +53.7% | -145.0% | -93.5% |
| All | -96.8% | +215.5% | -312.3% | -99.4% |
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