+484.0%
V vs MDY
+165.3%
+318.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +0.9% | +2.3% | -1.3% | -0.8% |
| 30D | +9.0% | +2.0% | +7.0% | +7.3% |
| 3M | +16.7% | -5.6% | +22.4% | +21.7% |
| 6M | +33.4% | +1.3% | +32.1% | +31.3% |
| YTD | +22.4% | +12.3% | +10.0% | +10.5% |
| 1Y | +27.7% | +15.8% | +11.9% | +12.5% |
| 3Y | +78.0% | +56.5% | +21.5% | +20.0% |
| 5Y | +108.5% | +35.1% | +73.4% | +57.4% |
| All | +484.0% | +165.3% | +318.7% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling