+35.2%
MTDR vs VT
+11.9%
+23.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.0% |
| 7D | +7.0% | +2.4% | +4.7% | +8.8% |
| 30D | -2.3% | -1.5% | -0.8% | -3.1% |
| 3M | +4.5% | -4.1% | +8.7% | +1.8% |
| 6M | -5.2% | +0.6% | -5.7% | -3.7% |
| YTD | +29.9% | +11.0% | +18.9% | +41.3% |
| 1Y | +35.2% | +13.3% | +21.8% | +45.2% |
| All | +35.2% | +11.9% | +23.2% | +45.2% |
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