-90.2%
MDRR price history and return analytics
+161.0%
-251.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.3% |
| 7D | -0.4% | +2.4% | -2.7% | -1.2% |
| 30D | -0.8% | -1.5% | +0.7% | -0.5% |
| 3M | -9.1% | -4.1% | -5.0% | -7.9% |
| 6M | -6.0% | +0.6% | -6.6% | -6.6% |
| YTD | -13.8% | +11.0% | -24.9% | -17.7% |
| 1Y | -21.4% | +13.3% | -34.8% | -25.6% |
| 3Y | 0.0% | +73.4% | -73.4% | -21.6% |
| 5Y | -36.4% | +57.4% | -93.8% | -47.7% |
| All | -90.2% | +161.0% | -251.2% | -93.4% |
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