+24.6%
VMD price history and return analytics
+147.7%
-123.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.6% |
| 7D | -2.9% | -2.0% | -0.9% | -1.3% |
| 30D | -5.7% | -1.4% | -4.3% | -4.7% |
| 3M | -13.6% | +4.7% | -18.4% | -17.2% |
| 6M | -7.9% | +11.4% | -19.2% | -16.5% |
| YTD | +17.8% | +13.1% | +4.7% | +5.3% |
| 1Y | +32.6% | +19.0% | +13.6% | +13.6% |
| 3Y | +18.2% | +73.9% | -55.7% | -26.1% |
| 5Y | +40.7% | +65.4% | -24.7% | -8.0% |
| All | +24.6% | +147.7% | -123.0% | -37.1% |
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