+58.1%
MP vs VXUS
+54.3%
+3.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +0.5% |
| 7D | -2.9% | +1.0% | -3.9% | -4.7% |
| 30D | +13.8% | +2.2% | +11.6% | +9.6% |
| 3M | -16.7% | +3.0% | -19.7% | -20.1% |
| 6M | -11.5% | +10.7% | -22.1% | -25.1% |
| YTD | +7.9% | +17.8% | -9.9% | -18.8% |
| 1Y | -15.0% | +27.6% | -42.6% | -45.0% |
| 3Y | +153.5% | +73.3% | +80.2% | -9.2% |
| All | +58.1% | +54.3% | +3.8% | -15.3% |
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