+59.9%
VT vs MDY
+37.8%
+22.1%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.4% | +0.6% |
| 7D | -0.7% | +0.2% | -0.9% | -0.8% |
| 30D | -1.7% | +2.1% | -3.9% | -3.3% |
| 3M | -2.3% | -3.6% | +1.3% | +0.4% |
| 6M | +1.5% | +1.7% | -0.2% | +0.3% |
| YTD | +12.0% | +13.8% | -1.8% | +1.7% |
| 1Y | +12.9% | +15.5% | -2.7% | +1.3% |
| 3Y | +74.9% | +58.3% | +16.6% | +22.0% |
| 5Y | +59.9% | +37.4% | +22.5% | +22.2% |
| All | +59.9% | +37.8% | +22.1% | +22.2% |
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