+17.7%
VT vs MDLN
+4.5%
+13.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.4% | +3.7% | -3.3% | +0.3% |
| 30D | +1.0% | -0.2% | +1.2% | +0.9% |
| 3M | +2.4% | +6.2% | -3.8% | +1.8% |
| 6M | +12.0% | -14.7% | +26.7% | +12.9% |
| YTD | +15.3% | -12.9% | +28.2% | +16.7% |
| All | +17.7% | +4.5% | +13.1% | +19.0% |
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