+46.1%
VXUS vs MDB
-41.3%
+87.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.1% |
| 7D | +2.1% | +6.8% | -4.7% | +1.5% |
| 30D | -1.1% | -6.2% | +5.1% | -0.7% |
| 3M | -5.6% | -29.2% | +23.6% | -3.2% |
| 6M | -2.3% | +10.3% | -12.6% | -4.5% |
| YTD | +10.4% | -20.4% | +30.7% | +10.4% |
| 1Y | +13.1% | -4.8% | +17.9% | +10.8% |
| 3Y | +68.0% | -11.6% | +79.6% | +59.5% |
| All | +46.1% | -41.3% | +87.5% | +33.9% |
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