+11.6%
MDB vs VEU
+22.8%
-11.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.3% | +5.6% | +5.3% |
| 7D | -2.8% | -1.9% | -0.8% | -1.3% |
| 30D | -14.9% | -0.7% | -14.1% | -14.5% |
| 3M | +7.3% | +4.9% | +2.5% | +2.4% |
| 6M | +38.2% | +9.8% | +28.3% | +23.4% |
| YTD | -10.9% | +15.3% | -26.2% | -22.0% |
| 1Y | +11.6% | +23.0% | -11.4% | -8.9% |
| All | +11.6% | +22.8% | -11.2% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 2025-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded VEU 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…
2025-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling