+224.4%
MRK vs VXUS
+151.1%
+73.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -1.0% |
| 7D | -4.3% | -1.4% | -2.8% | -3.6% |
| 30D | +8.3% | -0.5% | +8.7% | +8.5% |
| 3M | +20.0% | +2.6% | +17.5% | +18.5% |
| 6M | +25.7% | +10.9% | +14.8% | +19.3% |
| YTD | +38.7% | +16.1% | +22.6% | +28.8% |
| 1Y | +74.7% | +22.3% | +52.4% | +58.3% |
| 3Y | +45.4% | +72.0% | -26.7% | +11.3% |
| 5Y | +129.0% | +54.1% | +74.9% | +84.7% |
| All | +224.4% | +151.1% | +73.3% | +93.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling