+37.3%
VRT vs MDLN
+15.3%
+22.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +18.4% | -31.3% | -10.0% |
| 7D | -15.4% | +24.7% | -40.0% | -12.3% |
| 30D | -19.0% | +12.7% | -31.7% | -16.3% |
| 3M | -23.8% | -4.0% | -19.8% | -22.4% |
| 6M | -37.9% | -8.7% | -29.2% | -34.7% |
| YTD | +27.0% | -3.9% | +30.9% | +34.4% |
| All | +37.3% | +15.3% | +22.0% | +45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling