-97.9%
MRDN vs VT
+221.8%
-319.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.0% |
| 7D | -35.0% | +2.4% | -37.4% | -36.1% |
| 30D | -48.7% | -1.5% | -47.2% | -48.0% |
| 3M | -59.9% | -4.1% | -55.8% | -58.6% |
| 6M | -48.0% | +0.6% | -48.6% | -47.9% |
| YTD | -41.3% | +11.0% | -52.4% | -44.9% |
| 1Y | -49.2% | +13.3% | -62.6% | -53.2% |
| 3Y | -80.5% | +73.4% | -153.9% | -86.6% |
| 5Y | -94.1% | +57.4% | -151.5% | -95.6% |
| All | -97.9% | +221.8% | -319.7% | -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 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