-25.7%
MRDN vs VT
+10.5%
-36.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.6% | -5.6% |
| 7D | -11.1% | -2.3% | -8.8% | -8.0% |
| 30D | -23.2% | -5.0% | -18.2% | -17.8% |
| 3M | -36.8% | -4.9% | -31.9% | -32.5% |
| 6M | -34.8% | -1.5% | -33.2% | -32.4% |
| YTD | -9.7% | +8.5% | -18.2% | -5.0% |
| 1Y | -25.7% | +11.4% | -37.1% | -21.4% |
| All | -25.7% | +10.5% | -36.2% | -21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling