-12.1%
MED price history and return analytics
+19.8%
-31.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.5% |
| 7D | -4.2% | -0.1% | -4.0% | -4.0% |
| 30D | +0.4% | -0.7% | +1.1% | +1.1% |
| 3M | -0.3% | +4.0% | -4.3% | -3.0% |
| 6M | +13.8% | +12.3% | +1.5% | +5.0% |
| YTD | +13.7% | +14.0% | -0.4% | +3.0% |
| All | -12.1% | +19.8% | -31.8% | -25.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling