-50.2%
VG vs MDY
+15.7%
-65.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.2% | -0.8% | 0.0% |
| 7D | -8.3% | +0.7% | -9.0% | -8.8% |
| 30D | -10.3% | +1.3% | -11.6% | -11.3% |
| 3M | -10.8% | -4.1% | -6.7% | -8.2% |
| 6M | +3.5% | +1.0% | +2.5% | +0.3% |
| YTD | +74.0% | +13.3% | +60.6% | +39.5% |
| 1Y | +48.9% | +15.7% | +33.2% | +15.0% |
| All | -50.2% | +15.7% | -65.9% | -55.7% |
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 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