+839.8%
MOD vs VEU
+149.7%
+690.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +2.0% |
| 7D | +8.2% | -0.5% | +8.8% | +9.6% |
| 30D | -38.2% | -1.0% | -37.2% | -37.2% |
| 3M | -46.2% | -3.6% | -42.6% | -42.8% |
| 6M | -62.5% | -1.2% | -61.4% | -60.9% |
| YTD | -20.1% | +12.0% | -32.1% | -30.2% |
| 1Y | -29.7% | +13.9% | -43.6% | -39.7% |
| 3Y | +136.2% | +71.3% | +64.9% | +16.2% |
| 5Y | +820.4% | +50.3% | +770.1% | +455.3% |
| 10Y | +839.8% | +150.3% | +689.5% | +222.4% |
| All | +839.8% | +149.7% | +690.1% | +222.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling