+115.0%
VEA vs MDB
+997.6%
-882.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.4% |
| 7D | -1.5% | -1.8% | +0.3% | -1.3% |
| 30D | -0.8% | -17.3% | +16.4% | +0.8% |
| 3M | +2.5% | +2.2% | +0.3% | +1.6% |
| 6M | +11.1% | +33.9% | -22.7% | +6.5% |
| YTD | +17.2% | -13.7% | +30.9% | +16.8% |
| 1Y | +24.5% | +9.1% | +15.4% | +20.6% |
| 3Y | +75.4% | -8.1% | +83.6% | +66.2% |
| 5Y | +61.1% | -25.9% | +87.0% | +46.7% |
| All | +115.0% | +997.6% | -882.6% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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