+230.8%
MRK vs VXUS
+146.4%
+84.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.7% | +2.1% | -1.4% | -0.2% |
| 30D | +0.3% | -1.1% | +1.4% | +0.7% |
| 3M | +9.7% | -5.6% | +15.3% | +12.5% |
| 6M | +32.0% | -2.3% | +34.2% | +32.8% |
| YTD | +43.3% | +10.4% | +32.9% | +36.0% |
| 1Y | +63.7% | +13.1% | +50.6% | +53.6% |
| 3Y | +58.0% | +68.0% | -10.0% | +22.4% |
| 5Y | +105.0% | +45.8% | +59.2% | +69.8% |
| All | +230.8% | +146.4% | +84.4% | +102.6% |
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