+2,926.4%
V vs MDY
+513.5%
+2,412.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | -1.7% | +0.1% | -1.9% | -1.8% |
| 30D | +2.0% | -1.5% | +3.5% | +3.1% |
| 3M | +17.4% | +0.8% | +16.6% | +16.2% |
| 6M | +17.5% | +7.4% | +10.1% | +10.1% |
| YTD | +7.6% | +15.2% | -7.6% | -4.8% |
| 1Y | +7.7% | +16.5% | -8.8% | -5.8% |
| 3Y | +54.7% | +46.8% | +7.9% | +9.9% |
| 5Y | +73.0% | +46.0% | +27.0% | +22.3% |
| 10Y | +390.9% | +172.1% | +218.8% | +103.7% |
| All | +2,926.4% | +513.5% | +2,412.9% | +629.8% |
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