+1,049.8%
MDB price history and return analytics
+170.7%
+879.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | -17.4% | +0.4% | -17.9% | -18.1% |
| 30D | -2.0% | +1.0% | -3.0% | -3.4% |
| 3M | -3.0% | +2.4% | -5.4% | -6.7% |
| 6M | +48.7% | +12.0% | +36.7% | +22.3% |
| YTD | -12.1% | +15.3% | -27.5% | -30.3% |
| 1Y | +14.5% | +22.6% | -8.1% | -17.7% |
| 3Y | -6.1% | +74.7% | -80.8% | -60.6% |
| 5Y | -27.3% | +66.1% | -93.5% | -64.2% |
| All | +1,049.8% | +170.7% | +879.1% | +224.9% |
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 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