+183.8%
VXUS vs MDY
+391.9%
-208.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +1.0% | +0.1% | +0.9% | +0.9% |
| 30D | +2.2% | -1.5% | +3.7% | +3.3% |
| 3M | +3.0% | +0.8% | +2.2% | +2.5% |
| 6M | +10.7% | +7.4% | +3.2% | +5.2% |
| YTD | +17.8% | +15.2% | +2.6% | +6.4% |
| 1Y | +27.6% | +16.5% | +11.0% | +14.0% |
| 3Y | +73.3% | +46.8% | +26.5% | +28.4% |
| 5Y | +54.3% | +46.0% | +8.3% | +13.1% |
| 10Y | +149.8% | +172.1% | -22.2% | +5.8% |
| All | +183.8% | +391.9% | -208.1% | -31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling