+3,297.7%
V vs MDY
+499.0%
+2,798.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -0.4% | +3.0% | -3.4% | -2.7% |
| 30D | +6.3% | +0.8% | +5.5% | +5.6% |
| 3M | +17.2% | -5.1% | +22.3% | +21.9% |
| 6M | +29.2% | +1.2% | +28.1% | +27.3% |
| YTD | +20.8% | +12.5% | +8.3% | +8.7% |
| 1Y | +25.0% | +13.8% | +11.3% | +11.4% |
| 3Y | +75.3% | +56.4% | +18.8% | +18.2% |
| 5Y | +105.8% | +35.3% | +70.5% | +54.7% |
| 10Y | +451.9% | +167.7% | +284.1% | +131.7% |
| All | +3,297.7% | +499.0% | +2,798.7% | +733.7% |
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