+13.2%
VT vs MDLN
-2.6%
+15.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | 0.0% |
| 7D | -1.6% | +5.3% | -6.9% | -1.9% |
| 30D | -2.5% | -4.3% | +1.8% | -2.3% |
| 3M | -1.3% | -15.8% | +14.5% | -0.6% |
| 6M | +3.1% | -23.8% | +26.9% | +4.8% |
| YTD | +10.9% | -18.8% | +29.8% | +12.6% |
| All | +13.2% | -2.6% | +15.8% | +14.9% |
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