+89.7%
MDIV price history and return analytics
+352.2%
-262.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.0% |
| 7D | -0.4% | +0.4% | -0.7% | -0.7% |
| 30D | +2.2% | -2.6% | +4.8% | +3.7% |
| 3M | -2.2% | -3.2% | +1.1% | -0.4% |
| 6M | +0.9% | +0.9% | 0.0% | -0.1% |
| YTD | +8.8% | +11.3% | -2.5% | +1.2% |
| 1Y | +9.6% | +14.0% | -4.4% | +0.4% |
| 3Y | +34.7% | +75.8% | -41.2% | -6.9% |
| 5Y | +33.2% | +57.8% | -24.6% | -2.4% |
| 10Y | +64.0% | +219.8% | -155.8% | -23.6% |
| All | +89.7% | +352.2% | -262.6% | -25.4% |
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