+25.8%
V vs MDY
+14.4%
+11.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.8% | 0.0% | +0.8% | +0.9% |
| 30D | +9.9% | +1.0% | +9.0% | +9.8% |
| 3M | +17.5% | -4.1% | +21.6% | +18.3% |
| 6M | +33.5% | +0.6% | +32.8% | +32.8% |
| YTD | +21.6% | +12.9% | +8.6% | +14.3% |
| All | +25.8% | +14.4% | +11.4% | +17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling