+87.3%
VRT vs MDLN
+4.5%
+82.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +9.1% | +3.7% | +5.4% | +9.4% |
| 30D | +0.9% | -0.2% | +1.1% | +0.9% |
| 3M | -13.4% | +6.2% | -19.6% | -13.9% |
| 6M | +11.7% | -14.7% | +26.4% | +14.1% |
| YTD | +73.2% | -12.9% | +86.1% | +78.2% |
| All | +87.3% | +4.5% | +82.8% | +92.7% |
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