+18.4%
MDPL price history and return analytics
+53.5%
-35.1%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.1% |
| 7D | -4.0% | -0.1% | -3.9% | -3.9% |
| 30D | -0.7% | -0.7% | 0.0% | -0.3% |
| 3M | +11.5% | +4.0% | +7.5% | +8.9% |
| 6M | +11.3% | +12.3% | -1.0% | +3.4% |
| YTD | +9.7% | +14.0% | -4.3% | +0.8% |
| 1Y | +9.3% | +20.3% | -11.0% | -3.2% |
| All | +18.4% | +53.5% | -35.1% | -12.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling