-100.0%
MRDN price history and return analytics
+437.9%
-537.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.6% | -8.1% | -10.5% |
| 7D | -12.6% | +0.4% | -12.9% | -13.4% |
| 30D | -26.1% | -2.6% | -23.5% | -22.3% |
| 3M | -43.1% | -3.2% | -39.9% | -39.7% |
| 6M | -39.0% | +0.9% | -39.9% | -40.2% |
| YTD | -14.7% | +11.3% | -26.0% | -30.9% |
| 1Y | -25.7% | +14.0% | -39.7% | -43.0% |
| 3Y | -73.0% | +75.8% | -148.8% | -91.8% |
| 5Y | -91.6% | +57.8% | -149.5% | -97.2% |
| 10Y | -97.0% | +219.8% | -316.8% | -99.9% |
| All | -100.0% | +437.9% | -537.9% | -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