+15.0%
MO vs VXUS
-1.3%
+16.3%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | 0.0% |
| 7D | +0.4% | +2.3% | -1.9% | +2.1% |
| 30D | +8.9% | -2.2% | +11.1% | +7.0% |
| 3M | +23.0% | -5.4% | +28.4% | +17.5% |
| 6M | +15.0% | -1.2% | +16.2% | +15.7% |
| All | +15.0% | -1.3% | +16.3% | +15.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling