+27.1%
V vs MDB
-9.9%
+37.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.8% | -0.2% |
| 7D | -0.8% | -0.9% | +0.1% | -0.8% |
| 30D | +9.5% | -15.2% | +24.7% | +9.8% |
| 3M | +16.7% | -17.9% | +34.6% | +16.8% |
| 6M | +32.9% | +9.3% | +23.6% | +30.9% |
| YTD | +21.1% | -22.0% | +43.1% | +19.8% |
| All | +27.1% | -9.9% | +37.0% | +25.5% |
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