+38.4%
VMD price history and return analytics
+66.2%
-27.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.9% |
| 7D | -0.1% | +1.0% | -1.1% | -0.8% |
| 30D | -9.7% | -0.2% | -9.4% | -9.5% |
| 3M | -11.4% | +4.5% | -15.9% | -14.5% |
| 6M | +0.1% | +14.1% | -13.9% | -9.8% |
| YTD | +18.3% | +14.8% | +3.5% | +5.9% |
| 1Y | +27.9% | +21.2% | +6.8% | +10.0% |
| 3Y | +18.8% | +76.6% | -57.8% | -22.3% |
| 5Y | +38.4% | +66.6% | -28.2% | +0.4% |
| All | +38.4% | +66.2% | -27.8% | +0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling