+161.3%
MDU price history and return analytics
+346.0%
-184.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.3% |
| 7D | -5.5% | -2.3% | -3.2% | -3.4% |
| 30D | -1.4% | -5.0% | +3.6% | +3.3% |
| 3M | -9.6% | -4.9% | -4.7% | -5.5% |
| 6M | -15.3% | -1.5% | -13.8% | -14.7% |
| YTD | -2.6% | +8.5% | -11.0% | -10.7% |
| 1Y | -7.1% | +11.4% | -18.5% | -17.0% |
| 3Y | +91.5% | +70.1% | +21.5% | +14.0% |
| 5Y | +96.3% | +53.7% | +42.6% | +26.8% |
| 10Y | +153.9% | +220.0% | -66.1% | -18.6% |
| All | +161.3% | +346.0% | -184.7% | -44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling