-89.0%
MDWD price history and return analytics
+238.1%
-327.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.1% | -2.8% |
| 7D | -3.8% | -4.2% | +0.3% | -0.3% |
| 30D | +1.4% | -5.8% | +7.2% | +6.7% |
| 3M | -6.1% | -5.2% | -0.8% | -1.7% |
| 6M | -23.6% | +0.1% | -23.7% | -23.9% |
| YTD | -27.8% | +8.2% | -36.0% | -32.6% |
| 1Y | -26.6% | +10.1% | -36.7% | -32.4% |
| 3Y | +62.2% | +69.7% | -7.5% | +5.9% |
| 5Y | -47.1% | +53.4% | -100.5% | -62.8% |
| 10Y | -65.4% | +219.2% | -284.6% | -86.8% |
| All | -89.0% | +238.1% | -327.1% | -96.8% |
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