-21.0%
MDLN price history and return analytics
+14.1%
-35.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -4.4% |
| 7D | -11.5% | -2.0% | -9.5% | -10.5% |
| 30D | -7.6% | -1.4% | -6.1% | -6.8% |
| 3M | -11.4% | +4.7% | -16.1% | -12.8% |
| 6M | -24.5% | +11.4% | -35.8% | -29.5% |
| YTD | -22.9% | +13.1% | -35.9% | -26.5% |
| All | -21.0% | +14.1% | -35.1% | -24.6% |
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 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