+3.4%
MADE price history and return analytics
+10.7%
-7.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -0.2% |
| 7D | -8.1% | -4.2% | -3.9% | -2.6% |
| 30D | -11.8% | -5.8% | -6.0% | -4.2% |
| 3M | -17.5% | -5.2% | -12.3% | -11.1% |
| 6M | -13.4% | +0.1% | -13.6% | -13.3% |
| YTD | +2.1% | +8.2% | -6.1% | -8.2% |
| 1Y | +3.4% | +10.1% | -6.7% | -9.1% |
| All | +3.4% | +10.7% | -7.2% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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