-19.5%
MDT vs VXUS
+54.3%
-73.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.2% |
| 7D | -0.3% | +0.3% | -0.6% | -0.4% |
| 30D | +2.8% | +0.7% | +2.1% | +2.4% |
| 3M | +13.1% | +4.8% | +8.3% | +10.2% |
| 6M | +2.3% | +11.3% | -9.0% | -3.9% |
| YTD | -2.7% | +16.5% | -19.2% | -11.1% |
| 1Y | +0.9% | +24.3% | -23.4% | -11.3% |
| 3Y | +26.8% | +74.5% | -47.7% | -9.4% |
| 5Y | -19.5% | +54.3% | -73.8% | -37.8% |
| All | -19.5% | +54.3% | -73.7% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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