+954.3%
MDB vs VEU
+98.6%
+855.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +0.6% |
| 7D | +3.0% | -0.5% | +3.5% | +3.9% |
| 30D | -11.3% | -1.0% | -10.3% | -9.7% |
| 3M | -23.0% | -3.6% | -19.4% | -18.8% |
| 6M | +14.8% | -1.2% | +15.9% | +15.7% |
| YTD | -19.4% | +12.0% | -31.4% | -32.3% |
| 1Y | -9.0% | +13.9% | -22.8% | -25.2% |
| 3Y | -10.3% | +71.3% | -81.6% | -58.7% |
| 5Y | -38.4% | +50.3% | -88.7% | -64.3% |
| All | +954.3% | +98.6% | +855.7% | +359.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling