+54.0%
VEA vs MDB
-41.3%
+95.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.7% | +0.2% |
| 7D | +2.3% | +6.8% | -4.6% | +1.6% |
| 30D | +0.2% | -6.2% | +6.4% | +0.6% |
| 3M | -5.3% | -29.2% | +23.9% | -2.9% |
| 6M | -0.9% | +10.3% | -11.2% | -3.3% |
| YTD | +12.2% | -20.4% | +32.6% | +12.2% |
| 1Y | +16.1% | -4.8% | +20.9% | +13.7% |
| 3Y | +73.0% | -11.6% | +84.6% | +64.1% |
| All | +54.0% | -41.3% | +95.3% | +40.9% |
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