-64.4%
MDWD price history and return analytics
+223.7%
-288.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -3.2% |
| 7D | +4.3% | +0.4% | +3.9% | +4.1% |
| 30D | +12.3% | -2.6% | +14.9% | +14.8% |
| 3M | -2.2% | -3.2% | +1.1% | +0.5% |
| 6M | -15.0% | +0.9% | -16.0% | -15.9% |
| YTD | -23.7% | +11.3% | -35.0% | -30.2% |
| 1Y | -19.8% | +14.0% | -33.8% | -28.0% |
| 3Y | +81.0% | +75.8% | +5.1% | +17.0% |
| 5Y | -41.5% | +57.8% | -99.4% | -59.3% |
| 10Y | -64.4% | +219.8% | -284.2% | -82.1% |
| All | -64.4% | +223.7% | -288.1% | -82.1% |
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