+97.2%
MO vs VXUS
+54.5%
+42.7%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.7% | -1.0% |
| 7D | -2.0% | +1.6% | -3.6% | -2.2% |
| 30D | -0.3% | +1.0% | -1.3% | -0.4% |
| 3M | -2.9% | +5.7% | -8.6% | -3.9% |
| 6M | +5.8% | +13.6% | -7.8% | +2.9% |
| YTD | +22.0% | +17.4% | +4.6% | +17.5% |
| 1Y | +10.7% | +25.1% | -14.4% | +4.8% |
| 3Y | +94.4% | +75.8% | +18.5% | +64.4% |
| 5Y | +97.2% | +55.4% | +41.8% | +67.3% |
| All | +97.2% | +54.5% | +42.7% | +67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling