+224.0%
VTI vs MDB
+912.7%
-688.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | +2.5% | +6.8% | -4.3% | +1.6% |
| 30D | -1.5% | -6.2% | +4.7% | -0.9% |
| 3M | -3.2% | -29.2% | +26.0% | +0.5% |
| 6M | +2.3% | +10.3% | -8.0% | -1.1% |
| YTD | +11.6% | -20.4% | +32.0% | +11.6% |
| 1Y | +13.8% | -4.8% | +18.6% | +10.4% |
| 3Y | +77.4% | -11.6% | +89.0% | +65.2% |
| 5Y | +64.6% | -41.0% | +105.6% | +50.3% |
| All | +224.0% | +912.7% | -688.8% | +88.2% |
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