+26.5%
MD price history and return analytics
+345.0%
-318.5%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.1% | +0.2% |
| 7D | +9.1% | -4.2% | +13.3% | +12.7% |
| 30D | +22.5% | -5.8% | +28.3% | +28.1% |
| 3M | +22.5% | -5.2% | +27.8% | +27.5% |
| 6M | +52.9% | +0.1% | +52.7% | +51.8% |
| YTD | +48.9% | +8.2% | +40.6% | +38.7% |
| 1Y | +46.8% | +10.1% | +36.7% | +34.9% |
| 3Y | +221.6% | +69.7% | +152.0% | +112.9% |
| 5Y | +11.1% | +53.4% | -42.3% | -20.5% |
| 10Y | -47.3% | +219.2% | -266.5% | -76.5% |
| All | +26.5% | +345.0% | -318.5% | -58.6% |
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