+1,029.4%
MDB vs VTEB
+16.6%
+1,012.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.5% |
| 7D | -1.8% | -0.9% | -0.9% | -0.8% |
| 30D | -17.3% | -2.5% | -14.8% | -14.8% |
| 3M | +2.2% | -3.0% | +5.2% | +5.9% |
| 6M | +33.9% | -2.1% | +36.0% | +37.5% |
| YTD | -13.7% | -1.5% | -12.2% | -11.8% |
| 1Y | +9.1% | +0.2% | +8.9% | +9.5% |
| 3Y | -8.1% | +8.6% | -16.7% | -15.3% |
| 5Y | -25.9% | +1.2% | -27.1% | -29.0% |
| All | +1,029.4% | +16.6% | +1,012.8% | +1,245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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