+475.8%
MDY vs VEU
+190.9%
+284.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +1.0% | +1.7% | -0.6% | -0.4% |
| 30D | -3.1% | +1.0% | -4.1% | -4.0% |
| 3M | +1.8% | +5.6% | -3.8% | -3.2% |
| 6M | +10.8% | +13.7% | -2.9% | -1.7% |
| YTD | +14.4% | +17.7% | -3.3% | -1.8% |
| 1Y | +15.2% | +25.8% | -10.6% | -6.8% |
| 3Y | +51.2% | +77.1% | -25.9% | -9.8% |
| 5Y | +47.2% | +57.1% | -9.9% | -2.0% |
| 10Y | +171.1% | +149.8% | +21.3% | +23.1% |
| All | +475.8% | +190.9% | +284.9% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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