+967.6%
MS vs VXUS
+179.6%
+788.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | -0.4% |
| 7D | +1.4% | +1.0% | +0.4% | 0.0% |
| 30D | -0.3% | +2.2% | -2.4% | -3.1% |
| 3M | +0.3% | +3.0% | -2.7% | -3.7% |
| 6M | +31.3% | +10.7% | +20.7% | +13.8% |
| YTD | +24.7% | +17.8% | +6.8% | -0.9% |
| 1Y | +47.9% | +27.6% | +20.3% | +5.6% |
| 3Y | +178.3% | +73.3% | +105.0% | +30.2% |
| 5Y | +144.9% | +54.3% | +90.6% | +34.9% |
| 10Y | +804.5% | +149.8% | +654.7% | +159.7% |
| All | +967.6% | +179.6% | +788.0% | +149.7% |
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