+24.2%
MDT vs VEA
+73.9%
-49.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.1% |
| 7D | -1.6% | -2.1% | +0.5% | -0.9% |
| 30D | +1.0% | -1.1% | +2.1% | +1.4% |
| 3M | +15.2% | +5.1% | +10.1% | +12.7% |
| 6M | +3.7% | +9.8% | -6.1% | -0.9% |
| YTD | -3.0% | +15.9% | -18.9% | -9.8% |
| 1Y | +2.5% | +24.6% | -22.1% | -8.1% |
| All | +24.2% | +73.9% | -49.7% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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