+60.9%
VEA vs MDB
-24.3%
+85.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.5% | -0.9% |
| 7D | +0.3% | -4.5% | +4.9% | +0.7% |
| 30D | +0.4% | -14.0% | +14.4% | +1.6% |
| 3M | +4.8% | +5.3% | -0.5% | +3.7% |
| 6M | +11.3% | +31.9% | -20.6% | +7.0% |
| YTD | +17.4% | -14.6% | +32.0% | +17.2% |
| 1Y | +26.2% | +8.2% | +18.0% | +22.6% |
| 3Y | +77.7% | -5.0% | +82.7% | +67.9% |
| 5Y | +60.9% | -24.5% | +85.5% | +44.1% |
| All | +60.9% | -24.3% | +85.2% | +44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling