+95.2%
VG vs MDLN
+13.3%
+81.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | 0.0% |
| 7D | -22.0% | +23.4% | -45.5% | -14.9% |
| 30D | -11.6% | +11.8% | -23.5% | -6.4% |
| 3M | -14.9% | +14.9% | -29.7% | -8.3% |
| 6M | -3.5% | -5.6% | +2.1% | +1.2% |
| YTD | +70.0% | -5.6% | +75.6% | +69.2% |
| All | +95.2% | +13.3% | +81.9% | +91.0% |
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