+64.4%
VG vs MDY
+13.9%
+50.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +3.6% |
| 7D | +15.1% | +3.0% | +12.1% | +18.3% |
| 30D | -4.2% | +0.8% | -5.0% | -3.3% |
| 3M | -3.1% | -5.1% | +2.0% | -9.0% |
| 6M | +0.3% | +1.2% | -0.8% | +2.6% |
| YTD | +95.5% | +12.5% | +83.0% | +103.8% |
| 1Y | +64.4% | +13.8% | +50.7% | +69.8% |
| All | +64.4% | +13.9% | +50.5% | +69.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling