+953.6%
VRT vs MDY
+45.8%
+907.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.1% | -8.5% | -7.8% |
| 7D | +2.4% | -0.8% | +3.2% | +4.0% |
| 30D | -2.7% | -3.9% | +1.2% | +4.5% |
| 3M | -9.2% | 0.0% | -9.1% | -7.7% |
| 6M | -0.5% | +8.5% | -9.1% | -11.1% |
| YTD | +62.3% | +13.2% | +49.1% | +35.7% |
| 1Y | +109.6% | +15.0% | +94.5% | +71.4% |
| 3Y | +573.1% | +49.6% | +523.5% | +273.3% |
| 5Y | +953.6% | +46.0% | +907.6% | +519.6% |
| All | +953.6% | +45.8% | +907.8% | +519.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling