+2,826.7%
VRT vs MDT
+27.8%
+2,798.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.9% | +5.6% | +4.5% |
| 7D | +13.6% | +0.4% | +13.2% | +13.4% |
| 30D | +6.8% | +6.0% | +0.8% | +3.8% |
| 3M | -3.2% | +15.5% | -18.8% | -10.6% |
| 6M | +20.3% | +3.4% | +16.9% | +17.1% |
| YTD | +79.6% | -2.2% | +81.8% | +78.8% |
| 1Y | +139.0% | +2.6% | +136.4% | +130.6% |
| 3Y | +644.6% | +27.5% | +617.1% | +505.1% |
| 5Y | +1,024.4% | -20.1% | +1,044.4% | +1,129.9% |
| All | +2,826.7% | +27.8% | +2,798.9% | +2,157.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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