-65.5%
MDWD price history and return analytics
+217.6%
-283.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | +5.4% | -0.1% | +5.5% | +5.6% |
| 30D | +12.5% | -3.1% | +15.6% | +15.5% |
| 3M | +2.0% | -3.5% | +5.5% | +5.0% |
| 6M | -14.8% | +0.5% | -15.3% | -15.4% |
| YTD | -23.6% | +10.8% | -34.3% | -29.8% |
| 1Y | -21.5% | +11.9% | -33.4% | -28.5% |
| 3Y | +83.2% | +73.0% | +10.3% | +19.9% |
| 5Y | -38.0% | +58.6% | -96.6% | -57.0% |
| 10Y | -65.5% | +219.2% | -284.7% | -83.1% |
| All | -65.5% | +217.6% | -283.2% | -83.1% |
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