+27.5%
V vs MDLN
+15.3%
+12.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +18.4% | -14.5% | +2.1% |
| 7D | +9.0% | +24.7% | -15.7% | +6.7% |
| 30D | +18.1% | +12.7% | +5.4% | +16.4% |
| 3M | +18.3% | -4.0% | +22.4% | +18.0% |
| 6M | +34.1% | -8.7% | +42.8% | +33.4% |
| YTD | +25.2% | -3.9% | +29.2% | +24.1% |
| All | +27.5% | +15.3% | +12.2% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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