+30.6%
VMD price history and return analytics
+143.2%
-112.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +0.9% | +0.9% |
| 7D | +0.4% | +2.4% | -1.9% | -1.5% |
| 30D | -5.4% | -1.5% | -3.9% | -4.0% |
| 3M | 0.0% | -4.1% | +4.1% | +3.6% |
| 6M | -3.4% | +0.6% | -3.9% | -4.3% |
| YTD | +23.4% | +11.0% | +12.4% | +12.2% |
| 1Y | +43.1% | +13.3% | +29.7% | +27.8% |
| 3Y | +29.9% | +73.4% | -43.5% | -18.7% |
| 5Y | +61.2% | +57.4% | +3.7% | +10.1% |
| All | +30.6% | +143.2% | -112.6% | -33.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling