+3,313.2%
V vs MDY
+501.5%
+2,811.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +0.6% | 0.0% | +0.6% | +0.5% |
| 30D | +9.7% | +1.0% | +8.8% | +8.8% |
| 3M | +17.3% | -4.1% | +21.4% | +21.0% |
| 6M | +33.2% | +0.6% | +32.6% | +31.7% |
| YTD | +21.3% | +12.9% | +8.4% | +8.9% |
| 1Y | +27.3% | +14.6% | +12.7% | +12.8% |
| 3Y | +76.1% | +57.1% | +19.0% | +18.4% |
| 5Y | +103.5% | +37.1% | +66.4% | +51.2% |
| 10Y | +454.5% | +171.5% | +283.0% | +130.2% |
| All | +3,313.2% | +501.5% | +2,811.7% | +734.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling