+302.4%
MXL vs VEU
+155.0%
+147.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.0% | +6.5% | +5.6% |
| 7D | +18.9% | -1.4% | +20.3% | +22.0% |
| 30D | +0.3% | -0.4% | +0.7% | +1.7% |
| 3M | -8.0% | +2.5% | -10.6% | -8.9% |
| 6M | +341.2% | +11.1% | +330.1% | +281.1% |
| YTD | +327.8% | +16.5% | +311.3% | +241.2% |
| 1Y | +364.9% | +22.9% | +342.0% | +242.0% |
| 3Y | +229.2% | +73.4% | +155.8% | +40.0% |
| 5Y | +42.8% | +56.1% | -13.3% | -23.7% |
| All | +302.4% | +155.0% | +147.5% | +14.8% |
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 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