+38.0%
MDT price history and return analytics
+226.9%
-188.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.4% |
| 7D | -1.6% | -2.0% | +0.4% | -0.1% |
| 30D | +1.0% | -1.4% | +2.5% | +2.1% |
| 3M | +15.2% | +4.7% | +10.5% | +10.7% |
| 6M | +3.7% | +11.4% | -7.7% | -5.4% |
| YTD | -3.0% | +13.1% | -16.0% | -12.8% |
| 1Y | +2.5% | +19.0% | -16.6% | -11.8% |
| 3Y | +26.5% | +73.9% | -47.5% | -21.9% |
| 5Y | -18.3% | +65.4% | -83.7% | -47.7% |
| All | +38.0% | +226.9% | -188.9% | -51.1% |
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