+43.3%
MA vs VXUS
+73.9%
-30.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | -2.7% | +1.0% | -3.7% | -3.1% |
| 30D | +1.5% | +2.2% | -0.7% | +0.6% |
| 3M | +20.4% | +3.0% | +17.5% | +18.6% |
| 6M | +11.1% | +10.7% | +0.5% | +5.0% |
| YTD | +2.0% | +17.8% | -15.9% | -7.8% |
| 1Y | -2.2% | +27.6% | -29.7% | -16.1% |
| All | +43.3% | +73.9% | -30.6% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 3y: compounded portfolio wealth divided by compounded VXUS 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…
3y analysis · Full analysis span regression · 6 months rolling