+294.1%
MDT vs VXUS
+164.4%
+129.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.6% |
| 7D | -3.2% | -0.5% | -2.7% | -2.9% |
| 30D | +10.5% | -1.2% | +11.7% | +11.3% |
| 3M | +13.0% | -3.8% | +16.8% | +15.7% |
| 6M | +38.7% | -1.7% | +40.3% | +38.8% |
| YTD | +8.5% | +11.4% | -2.9% | -1.2% |
| 1Y | +10.0% | +13.3% | -3.3% | -1.1% |
| 3Y | +58.6% | +70.0% | -11.4% | +4.7% |
| 5Y | -0.3% | +48.1% | -48.4% | -27.7% |
| 10Y | +61.3% | +147.1% | -85.8% | -20.6% |
| All | +294.1% | +164.4% | +129.7% | +79.0% |
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