+436.7%
MDYV price history and return analytics
+346.0%
+90.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.2% |
| 7D | -1.4% | -2.3% | +0.9% | +0.6% |
| 30D | +3.0% | -5.0% | +8.0% | +7.6% |
| 3M | -3.5% | -4.9% | +1.4% | +0.6% |
| 6M | +1.0% | -1.5% | +2.5% | +2.0% |
| YTD | +10.4% | +8.5% | +1.9% | +2.4% |
| 1Y | +15.2% | +11.4% | +3.8% | +4.5% |
| 3Y | +53.1% | +70.1% | -17.0% | -2.9% |
| 5Y | +39.1% | +53.7% | -14.6% | -3.5% |
| 10Y | +170.9% | +220.0% | -49.0% | +9.3% |
| All | +436.7% | +346.0% | +90.7% | +61.3% |
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