-99.5%
MEDS price history and return analytics
+31.4%
-131.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.9% | +5.7% | +6.1% |
| 7D | -7.2% | -2.0% | -5.2% | -4.2% |
| 30D | -35.8% | -1.4% | -34.4% | -34.4% |
| 3M | -76.1% | +4.7% | -80.9% | -77.7% |
| 6M | -90.2% | +11.4% | -101.5% | -91.7% |
| YTD | -95.5% | +13.1% | -108.6% | -96.3% |
| 1Y | -98.7% | +19.0% | -117.8% | -99.0% |
| All | -99.5% | +31.4% | -131.0% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling