+149.5%
MDU price history and return analytics
+221.8%
-72.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +5.2% | +2.4% | +2.8% | +3.1% |
| 30D | +5.7% | -1.5% | +7.2% | +7.1% |
| 3M | -2.7% | -4.1% | +1.4% | +0.8% |
| 6M | -12.2% | +0.6% | -12.7% | -13.1% |
| YTD | +2.5% | +11.0% | -8.6% | -7.6% |
| 1Y | -2.3% | +13.3% | -15.7% | -13.6% |
| 3Y | +112.1% | +73.4% | +38.7% | +26.0% |
| 5Y | +105.9% | +57.4% | +48.4% | +33.1% |
| All | +149.5% | +221.8% | -72.2% | -26.6% |
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