+225.0%
VTI vs MDB
+1,032.9%
-807.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.3% | -4.9% | -1.2% |
| 7D | -2.0% | -2.8% | +0.7% | -1.7% |
| 30D | -1.9% | -14.9% | +12.9% | -0.1% |
| 3M | +4.5% | +7.3% | -2.8% | +2.7% |
| 6M | +12.6% | +38.2% | -25.6% | +5.8% |
| YTD | +12.0% | -10.9% | +22.9% | +11.0% |
| 1Y | +17.3% | +11.6% | +5.7% | +12.0% |
| 3Y | +75.3% | -0.9% | +76.2% | +61.3% |
| 5Y | +74.0% | -23.5% | +97.5% | +53.9% |
| All | +225.0% | +1,032.9% | -807.9% | +87.2% |
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