+297.8%
VTI vs MDT
+39.8%
+257.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.1% |
| 7D | -0.9% | -3.4% | +2.5% | +0.6% |
| 30D | -1.4% | +0.2% | -1.7% | -1.7% |
| 3M | +3.6% | +14.3% | -10.7% | -2.9% |
| 6M | +13.6% | +4.0% | +9.6% | +10.7% |
| YTD | +12.9% | -3.7% | +16.6% | +13.7% |
| 1Y | +17.2% | -0.4% | +17.6% | +15.8% |
| 3Y | +75.7% | +23.3% | +52.4% | +53.6% |
| 5Y | +75.4% | -18.9% | +94.3% | +87.5% |
| All | +297.8% | +39.8% | +257.9% | +227.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 10y: compounded portfolio wealth divided by compounded MDT 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…
10y analysis · Full analysis span regression · 6 months rolling