+27.5%
VMD price history and return analytics
+74.1%
-46.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | -3.8% |
| 7D | -5.2% | +0.4% | -5.6% | -5.1% |
| 30D | -6.0% | -2.6% | -3.4% | -4.1% |
| 3M | -8.0% | -3.2% | -4.8% | -5.8% |
| 6M | +0.1% | +0.9% | -0.8% | -1.0% |
| YTD | +20.5% | +11.3% | +9.1% | +9.7% |
| 1Y | +40.5% | +14.0% | +26.5% | +25.5% |
| 3Y | +27.5% | +75.8% | -48.3% | -18.0% |
| All | +27.5% | +74.1% | -46.6% | -18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling