-60.0%
MD price history and return analytics
+221.4%
-281.4%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.2% |
| 7D | +1.8% | +1.0% | +0.8% | +0.7% |
| 30D | -0.5% | -0.2% | -0.3% | -0.3% |
| 3M | +19.9% | +4.5% | +15.3% | +13.9% |
| 6M | +36.4% | +14.1% | +22.3% | +17.8% |
| YTD | +25.9% | +14.8% | +11.2% | +7.7% |
| 1Y | +58.9% | +21.2% | +37.7% | +28.2% |
| 3Y | +111.6% | +76.6% | +35.1% | +13.9% |
| 5Y | -10.4% | +66.6% | -77.0% | -48.7% |
| 10Y | -60.0% | +222.3% | -282.2% | -87.6% |
| All | -60.0% | +221.4% | -281.4% | -87.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling