+693.7%
MRK vs VXUS
+179.6%
+514.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.6% |
| 7D | +1.3% | +1.0% | +0.3% | +0.8% |
| 30D | +17.1% | +2.2% | +14.9% | +16.0% |
| 3M | +25.9% | +3.0% | +22.9% | +23.7% |
| 6M | +26.8% | +10.7% | +16.2% | +19.9% |
| YTD | +44.9% | +17.8% | +27.1% | +32.6% |
| 1Y | +84.8% | +27.6% | +57.3% | +62.4% |
| 3Y | +50.1% | +73.3% | -23.2% | +11.9% |
| 5Y | +127.4% | +54.3% | +73.1% | +78.2% |
| 10Y | +240.0% | +149.8% | +90.1% | +96.7% |
| All | +693.7% | +179.6% | +514.1% | +316.8% |
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