+144.8%
VXUS vs MDY
+175.0%
-30.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.7% |
| 7D | -1.9% | -2.5% | +0.6% | -0.2% |
| 30D | -0.7% | -5.0% | +4.3% | +2.7% |
| 3M | +4.9% | +0.5% | +4.5% | +4.7% |
| 6M | +9.7% | +8.0% | +1.6% | +4.4% |
| YTD | +15.0% | +12.2% | +2.9% | +6.8% |
| 1Y | +22.4% | +14.0% | +8.5% | +12.4% |
| 3Y | +72.2% | +48.2% | +24.1% | +30.9% |
| 5Y | +52.6% | +46.1% | +6.5% | +15.7% |
| All | +144.8% | +175.0% | -30.1% | +20.6% |
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