+77.6%
V vs MDB
-9.9%
+87.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.1% |
| 7D | +2.2% | -11.4% | +13.6% | +2.8% |
| 30D | +13.6% | -13.8% | +27.4% | +14.3% |
| 3M | +14.3% | -15.5% | +29.7% | +14.6% |
| 6M | +33.1% | +17.9% | +15.2% | +30.0% |
| YTD | +21.2% | -25.5% | +46.7% | +21.4% |
| 1Y | +26.4% | -12.1% | +38.5% | +25.0% |
| 3Y | +77.6% | -5.9% | +83.5% | +67.4% |
| All | +77.6% | -9.9% | +87.5% | +67.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling