+63.9%
VXUS vs MDB
-9.9%
+73.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | 0.0% |
| 7D | -1.8% | -11.4% | +9.6% | -1.0% |
| 30D | -4.6% | -13.8% | +9.3% | -3.7% |
| 3M | -6.1% | -15.5% | +9.4% | -5.6% |
| 6M | -4.9% | +17.9% | -22.8% | -7.0% |
| YTD | +8.1% | -25.5% | +33.5% | +8.6% |
| 1Y | +12.1% | -12.1% | +24.2% | +11.1% |
| 3Y | +63.9% | -5.9% | +69.7% | +54.4% |
| All | +63.9% | -9.9% | +73.8% | +54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling