-49.0%
MRDN vs VT
+12.5%
-61.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | -0.5% | -23.4% | -23.3% |
| 7D | -35.3% | -0.1% | -35.2% | -34.9% |
| 30D | -43.7% | -3.1% | -40.7% | -41.3% |
| 3M | -52.9% | -3.5% | -49.4% | -50.6% |
| 6M | -53.6% | +0.5% | -54.0% | -53.1% |
| YTD | -35.1% | +10.8% | -45.9% | -31.5% |
| 1Y | -49.0% | +11.9% | -60.9% | -45.4% |
| All | -49.0% | +12.5% | -61.5% | -45.4% |
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