+89.1%
VXUS vs MDB
+848.0%
-758.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.1% |
| 7D | -1.8% | -11.4% | +9.6% | -0.6% |
| 30D | -4.6% | -13.8% | +9.3% | -3.3% |
| 3M | -6.1% | -15.5% | +9.4% | -5.3% |
| 6M | -4.9% | +17.9% | -22.8% | -8.0% |
| YTD | +8.1% | -25.5% | +33.5% | +8.7% |
| 1Y | +12.1% | -12.1% | +24.2% | +10.5% |
| 3Y | +63.9% | -5.9% | +69.7% | +53.8% |
| 5Y | +43.1% | -43.7% | +86.8% | +33.8% |
| All | +89.1% | +848.0% | -758.9% | +27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling