-74.8%
MDWD price history and return analytics
+224.5%
-299.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +5.0% | +0.4% | +4.5% | +4.6% |
| 30D | -6.3% | +1.0% | -7.3% | -7.0% |
| 3M | -8.0% | +2.4% | -10.4% | -10.0% |
| 6M | -24.5% | +12.0% | -36.5% | -31.2% |
| YTD | -28.0% | +15.3% | -43.3% | -36.0% |
| 1Y | -20.7% | +22.6% | -43.3% | -32.8% |
| 3Y | +62.5% | +74.7% | -12.2% | +5.2% |
| 5Y | -50.2% | +66.1% | -116.3% | -66.7% |
| All | -74.8% | +224.5% | -299.3% | -89.4% |
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