-100.0%
MRDN vs VT
+445.2%
-545.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.7% | +2.5% | +1.0% |
| 7D | +0.6% | -0.3% | +0.9% | +1.3% |
| 30D | -12.9% | -1.4% | -11.5% | -10.3% |
| 3M | -29.8% | -1.4% | -28.4% | -28.0% |
| 6M | -21.7% | +5.5% | -27.2% | -28.7% |
| YTD | +4.7% | +12.8% | -8.2% | -17.1% |
| 1Y | -14.5% | +15.4% | -29.9% | -35.7% |
| 3Y | -67.1% | +76.9% | -143.9% | -90.1% |
| 5Y | -89.7% | +60.4% | -150.1% | -96.6% |
| 10Y | -96.3% | +232.8% | -329.1% | -99.9% |
| All | -100.0% | +445.2% | -545.2% | -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