+647.9%
MO vs VXUS
+179.6%
+468.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | +0.3% | +1.0% | -0.7% | -0.1% |
| 30D | +0.6% | +2.2% | -1.6% | -0.3% |
| 3M | -1.0% | +3.0% | -3.9% | -2.7% |
| 6M | +4.3% | +10.7% | -6.3% | -1.0% |
| YTD | +23.3% | +17.8% | +5.4% | +13.5% |
| 1Y | +10.5% | +27.6% | -17.1% | -2.0% |
| 3Y | +96.3% | +73.3% | +23.0% | +49.1% |
| 5Y | +98.9% | +54.3% | +44.6% | +58.3% |
| 10Y | +103.6% | +149.8% | -46.2% | +27.6% |
| All | +647.9% | +179.6% | +468.3% | +341.0% |
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