+2,826.7%
VRT vs MDB
+561.2%
+2,265.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.5% | +7.1% | +4.5% |
| 7D | +13.6% | -18.0% | +31.6% | +18.9% |
| 30D | +6.8% | -10.7% | +17.5% | +8.9% |
| 3M | -3.2% | +1.0% | -4.2% | -5.4% |
| 6M | +20.3% | +31.6% | -11.3% | +7.3% |
| YTD | +79.6% | -15.2% | +94.8% | +77.0% |
| 1Y | +139.0% | +10.1% | +128.9% | +118.0% |
| 3Y | +644.6% | -5.6% | +650.2% | +559.9% |
| 5Y | +1,024.4% | -24.5% | +1,048.9% | +846.8% |
| All | +2,826.7% | +561.2% | +2,265.5% | +1,860.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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