+297.0%
MXL vs VEU
+17.0%
+280.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +2.0% | -13.1% | -16.2% |
| 7D | -24.3% | +0.2% | -24.5% | -25.2% |
| 30D | -46.1% | -2.1% | -44.0% | -42.6% |
| 3M | -21.8% | -2.7% | -19.1% | -13.8% |
| 6M | -27.2% | +3.2% | -30.4% | -25.5% |
| YTD | +226.2% | +12.6% | +213.6% | +173.6% |
| 1Y | +297.0% | +17.1% | +279.9% | +199.4% |
| All | +297.0% | +17.0% | +280.0% | +199.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling