+20.0%
VEA vs MDLN
-7.1%
+27.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.6% | +1.0% |
| 7D | -1.5% | -11.1% | +9.6% | -0.9% |
| 30D | -0.8% | -8.4% | +7.5% | -0.4% |
| 3M | +2.5% | -12.4% | +14.9% | +2.8% |
| 6M | +11.1% | -23.3% | +34.4% | +12.5% |
| YTD | +17.2% | -22.5% | +39.7% | +19.5% |
| All | +20.0% | -7.1% | +27.1% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 3y: compounded portfolio wealth divided by compounded MDLN 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…
3y analysis · Full analysis span regression · 6 months rolling