+140.1%
VLO vs MDLN
-7.5%
+147.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.9% | +4.0% | -1.4% |
| 7D | +4.0% | -11.5% | +15.5% | +2.7% |
| 30D | +19.0% | -7.6% | +26.6% | +18.0% |
| 3M | +50.0% | -11.4% | +61.3% | +48.6% |
| 6M | +79.1% | -24.5% | +103.6% | +74.5% |
| YTD | +140.3% | -22.9% | +163.2% | +138.6% |
| All | +140.1% | -7.5% | +147.6% | +140.1% |
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