-100.0%
MRDN vs VT
+423.0%
-523.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.1% | -4.8% | -1.0% |
| 7D | -8.6% | -4.2% | -4.4% | -0.4% |
| 30D | -17.9% | -5.8% | -12.1% | -7.5% |
| 3M | -34.5% | -5.2% | -29.3% | -27.3% |
| 6M | -18.1% | +0.1% | -18.2% | -17.0% |
| YTD | -4.6% | +8.2% | -12.8% | -18.0% |
| 1Y | -25.1% | +10.1% | -35.2% | -38.2% |
| 3Y | -70.0% | +69.7% | -139.6% | -90.2% |
| 5Y | -90.8% | +53.4% | -144.2% | -96.7% |
| 10Y | -96.6% | +219.2% | -315.8% | -99.9% |
| All | -100.0% | +423.0% | -523.0% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling