-100.0%
MRDN price history and return analytics
+441.4%
-541.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | -0.6% |
| 7D | -37.0% | -0.7% | -36.3% | -36.1% |
| 30D | -43.3% | -1.7% | -41.5% | -41.3% |
| 3M | -54.7% | -2.3% | -52.4% | -52.7% |
| 6M | -44.2% | +1.5% | -45.8% | -45.7% |
| YTD | -34.0% | +12.0% | -46.1% | -47.1% |
| 1Y | -45.7% | +12.9% | -58.6% | -57.5% |
| 3Y | -78.1% | +74.9% | -153.1% | -93.3% |
| 5Y | -93.3% | +59.9% | -153.2% | -97.8% |
| 10Y | -97.7% | +224.6% | -322.3% | -99.9% |
| All | -100.0% | +441.4% | -541.4% | -100.0% |
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