-1.4%
MDT price history and return analytics
+57.4%
-58.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.4% |
| 7D | +3.5% | +0.4% | +3.2% | +3.3% |
| 30D | +16.2% | -2.6% | +18.8% | +17.7% |
| 3M | +18.9% | -3.2% | +22.1% | +20.8% |
| 6M | +37.3% | +0.9% | +36.4% | +35.8% |
| YTD | +9.7% | +11.3% | -1.6% | +2.2% |
| 1Y | +15.2% | +14.0% | +1.2% | +5.7% |
| 3Y | +61.8% | +75.8% | -14.0% | +11.2% |
| 5Y | -1.4% | +57.8% | -59.2% | -26.8% |
| All | -1.4% | +57.4% | -58.7% | -26.8% |
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