+27.2%
MDU price history and return analytics
+21.2%
+6.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | -0.6% | +1.0% | -1.6% | -0.7% |
| 30D | -3.5% | -0.2% | -3.2% | -3.4% |
| 3M | -5.3% | +4.5% | -9.8% | -6.3% |
| 6M | -4.1% | +14.1% | -18.2% | -8.4% |
| YTD | +3.0% | +14.8% | -11.8% | -2.1% |
| All | +27.2% | +21.2% | +6.0% | +19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling