+767.6%
MO vs VXUS
+161.8%
+605.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +3.3% | +2.1% | +1.2% | +2.4% |
| 30D | +7.5% | -1.1% | +8.7% | +7.9% |
| 3M | +22.8% | -5.6% | +28.4% | +25.3% |
| 6M | +13.4% | -2.3% | +15.6% | +13.4% |
| YTD | +43.0% | +10.4% | +32.6% | +34.9% |
| 1Y | +45.2% | +13.1% | +32.2% | +35.5% |
| 3Y | +145.5% | +68.0% | +77.5% | +88.1% |
| 5Y | +157.1% | +45.8% | +111.2% | +108.9% |
| 10Y | +153.3% | +144.7% | +8.6% | +59.9% |
| All | +767.6% | +161.8% | +605.7% | +424.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling