+40.1%
MD price history and return analytics
+12.5%
+27.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +3.3% | -0.1% | +3.5% | +3.5% |
| 30D | +18.7% | -3.1% | +21.8% | +19.7% |
| 3M | +21.2% | -3.5% | +24.7% | +22.5% |
| 6M | +34.5% | +0.5% | +34.0% | +33.7% |
| YTD | +47.8% | +10.8% | +37.0% | +38.7% |
| 1Y | +40.1% | +11.9% | +28.2% | +30.9% |
| All | +40.1% | +12.5% | +27.6% | +30.9% |
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