+119.9%
MS vs VXUS
+46.7%
+73.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.8% | +0.3% | 0.0% |
| 7D | +0.7% | +0.8% | 0.0% | 0.0% |
| 30D | -0.9% | -1.9% | +0.9% | +1.3% |
| 3M | -13.0% | -4.4% | -8.6% | -8.5% |
| 6M | -2.0% | -2.0% | 0.0% | +0.3% |
| YTD | +7.8% | +11.1% | -3.3% | -4.5% |
| 1Y | +17.9% | +15.1% | +2.8% | +0.5% |
| 3Y | +174.8% | +70.4% | +104.4% | +49.1% |
| 5Y | +119.9% | +47.2% | +72.7% | +45.4% |
| All | +119.9% | +46.7% | +73.1% | +45.4% |
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 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