-83.8%
MRDN price history and return analytics
+65.7%
-149.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.5% |
| 7D | -3.2% | -0.1% | -3.1% | -3.1% |
| 30D | -0.2% | -0.7% | +0.4% | +0.3% |
| 3M | +2.2% | +4.0% | -1.8% | 0.0% |
| 6M | +42.3% | +12.3% | +30.1% | +32.7% |
| YTD | +37.4% | +14.0% | +23.4% | +27.2% |
| 1Y | +11.5% | +20.3% | -8.8% | -0.3% |
| 3Y | -64.7% | +75.4% | -140.2% | -74.4% |
| 5Y | -83.8% | +66.0% | -149.8% | -87.5% |
| All | -83.8% | +65.7% | -149.5% | -87.5% |
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