+262.3%
MDT vs VXUS
+179.6%
+82.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.8% |
| 7D | +3.2% | +1.0% | +2.2% | +2.5% |
| 30D | +9.5% | +2.2% | +7.3% | +7.8% |
| 3M | +16.0% | +3.0% | +13.0% | +13.0% |
| 6M | +0.2% | +10.7% | -10.5% | -7.7% |
| YTD | -0.3% | +17.8% | -18.1% | -12.4% |
| 1Y | +4.7% | +27.6% | -22.9% | -13.3% |
| 3Y | +26.5% | +73.3% | -46.8% | -17.2% |
| 5Y | -18.2% | +54.3% | -72.5% | -42.2% |
| 10Y | +40.0% | +149.8% | -109.8% | -31.5% |
| All | +262.3% | +179.6% | +82.6% | +58.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling