-49.4%
VG vs MDY
+15.3%
-64.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.9% |
| 7D | -7.7% | 0.0% | -7.7% | -7.7% |
| 30D | -8.8% | +1.0% | -9.8% | -9.6% |
| 3M | -15.6% | -4.1% | -11.5% | -13.1% |
| 6M | +5.2% | +0.6% | +4.6% | +2.2% |
| YTD | +76.9% | +12.9% | +64.0% | +42.2% |
| 1Y | +42.5% | +14.6% | +27.9% | +11.5% |
| All | -49.4% | +15.3% | -64.7% | -54.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling