+167.7%
MDYV price history and return analytics
+222.7%
-55.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.5% |
| 7D | -1.2% | -0.1% | -1.0% | -1.0% |
| 30D | -3.1% | -0.7% | -2.5% | -2.4% |
| 3M | +1.0% | +4.0% | -3.0% | -3.5% |
| 6M | +8.8% | +12.3% | -3.5% | -4.9% |
| YTD | +11.2% | +14.0% | -2.9% | -4.6% |
| 1Y | +13.1% | +20.3% | -7.2% | -8.6% |
| 3Y | +46.8% | +75.4% | -28.6% | -22.5% |
| 5Y | +50.6% | +66.0% | -15.3% | -15.1% |
| 10Y | +167.7% | +228.2% | -60.5% | -29.1% |
| All | +167.7% | +222.7% | -55.0% | -29.1% |
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