+2,010.2%
VRT vs MDY
+108.2%
+1,902.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +3.0% |
| 7D | +18.6% | +3.0% | +15.6% | +14.7% |
| 30D | -11.7% | +0.8% | -12.5% | -11.7% |
| 3M | -27.3% | -5.1% | -22.1% | -21.5% |
| 6M | -42.9% | +1.2% | -44.0% | -42.3% |
| YTD | +29.5% | +12.5% | +17.0% | +17.1% |
| 1Y | +21.0% | +13.8% | +7.3% | +8.4% |
| 3Y | +403.1% | +56.4% | +346.7% | +235.4% |
| 5Y | +688.8% | +35.3% | +653.5% | +528.0% |
| All | +2,010.2% | +108.2% | +1,902.0% | +942.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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