-83.7%
MDAI price history and return analytics
+65.7%
-149.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.5% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | -7.6% | -0.7% | -6.9% | -7.2% |
| 3M | -15.1% | +4.0% | -19.1% | -16.6% |
| 6M | +12.1% | +12.3% | -0.2% | +5.7% |
| YTD | +11.3% | +14.0% | -2.8% | +4.3% |
| 1Y | -15.1% | +20.3% | -35.4% | -22.0% |
| 3Y | -87.1% | +75.4% | -162.5% | -88.9% |
| 5Y | -83.7% | +66.0% | -149.6% | -86.0% |
| All | -83.7% | +65.7% | -149.4% | -86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling