+29.3%
V vs MDB
-8.5%
+37.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.1% | +5.9% | +3.9% |
| 7D | +9.0% | -16.5% | +25.5% | +9.4% |
| 30D | +18.1% | -8.6% | +26.7% | +18.2% |
| 3M | +18.3% | -13.6% | +31.9% | +18.2% |
| 6M | +34.1% | +24.1% | +10.0% | +31.1% |
| YTD | +25.2% | -21.8% | +47.0% | +23.8% |
| 1Y | +29.3% | -7.7% | +37.0% | +27.7% |
| All | +29.3% | -8.5% | +37.8% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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