-90.1%
MDRR price history and return analytics
+160.4%
-250.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.2% |
| 7D | -2.8% | -0.1% | -2.6% | -2.8% |
| 30D | +0.6% | -3.1% | +3.7% | +1.6% |
| 3M | -13.2% | -3.5% | -9.7% | -12.2% |
| 6M | -4.7% | +0.5% | -5.1% | -5.2% |
| YTD | -12.6% | +10.8% | -23.4% | -16.4% |
| 1Y | -14.0% | +11.9% | -25.9% | -18.1% |
| 3Y | +6.1% | +73.0% | -66.9% | -16.7% |
| 5Y | -32.6% | +58.6% | -91.2% | -44.9% |
| All | -90.1% | +160.4% | -250.5% | -93.3% |
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