+147.2%
MDU price history and return analytics
+223.7%
-76.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.6% | +0.7% | +1.1% |
| 7D | -2.9% | +0.4% | -3.2% | -3.1% |
| 30D | +2.7% | -2.6% | +5.3% | +5.1% |
| 3M | -5.6% | -3.2% | -2.4% | -3.0% |
| 6M | -13.2% | +0.9% | -14.1% | -14.4% |
| YTD | +0.7% | +11.3% | -10.6% | -9.4% |
| 1Y | -5.3% | +14.0% | -19.3% | -16.6% |
| 3Y | +107.7% | +75.8% | +31.9% | +21.8% |
| 5Y | +104.6% | +57.8% | +46.7% | +31.9% |
| 10Y | +147.2% | +219.8% | -72.6% | -27.2% |
| All | +147.2% | +223.7% | -76.5% | -27.2% |
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