+2,723.0%
VRT vs MDY
+113.2%
+2,609.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.1% | +4.2% | +4.2% |
| 7D | +9.1% | +0.1% | +9.0% | +9.0% |
| 30D | +0.9% | -1.5% | +2.4% | +2.9% |
| 3M | -13.4% | +0.8% | -14.1% | -13.1% |
| 6M | +11.7% | +7.4% | +4.3% | +4.8% |
| YTD | +73.2% | +15.2% | +58.0% | +50.4% |
| 1Y | +123.4% | +16.5% | +106.9% | +92.2% |
| 3Y | +606.2% | +46.8% | +559.4% | +396.0% |
| 5Y | +899.9% | +46.0% | +853.9% | +634.8% |
| All | +2,723.0% | +113.2% | +2,609.8% | +1,239.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling