+146.3%
VXUS vs MDY
+165.7%
-19.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.1% |
| 7D | +2.3% | +3.0% | -0.7% | +0.3% |
| 30D | -2.2% | +0.8% | -3.0% | -2.7% |
| 3M | -5.4% | -5.1% | -0.3% | -2.0% |
| 6M | -1.2% | +1.2% | -2.4% | -1.9% |
| YTD | +10.4% | +12.5% | -2.1% | +2.3% |
| 1Y | +11.8% | +13.8% | -1.9% | +2.9% |
| 3Y | +68.4% | +56.4% | +11.9% | +23.5% |
| 5Y | +45.9% | +35.3% | +10.5% | +16.6% |
| All | +146.3% | +165.7% | -19.4% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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