+51.1%
MADE price history and return analytics
+44.4%
+6.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +1.0% | +0.4% | +0.5% | +0.4% |
| 30D | -6.3% | +1.0% | -7.3% | -7.4% |
| 3M | -6.0% | +2.4% | -8.4% | -8.6% |
| 6M | +1.1% | +12.0% | -10.9% | -11.7% |
| YTD | +16.0% | +15.3% | +0.6% | -2.1% |
| 1Y | +27.7% | +22.6% | +5.1% | +0.4% |
| All | +51.1% | +44.4% | +6.6% | -2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling