+189.8%
MED price history and return analytics
+355.4%
-165.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -2.1% |
| 7D | +3.5% | -0.1% | +3.6% | +3.7% |
| 30D | +12.2% | -3.1% | +15.3% | +15.8% |
| 3M | +7.8% | -3.5% | +11.3% | +11.8% |
| 6M | +3.5% | +0.5% | +3.0% | +3.3% |
| YTD | +22.0% | +10.8% | +11.2% | +10.2% |
| 1Y | +10.5% | +11.9% | -1.4% | -1.2% |
| 3Y | -80.1% | +73.0% | -153.1% | -88.6% |
| 5Y | -93.5% | +58.6% | -152.1% | -95.9% |
| 10Y | -56.3% | +219.2% | -275.4% | -86.2% |
| All | +189.8% | +355.4% | -165.7% | -32.6% |
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