+71.4%
MSFT vs VXUS
+54.5%
+16.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.9% |
| 7D | -1.4% | +1.6% | -3.0% | -2.6% |
| 30D | -1.0% | +1.0% | -2.0% | -1.9% |
| 3M | +20.2% | +5.7% | +14.5% | +14.5% |
| 6M | +21.3% | +13.6% | +7.7% | +7.8% |
| YTD | +2.8% | +17.4% | -14.6% | -11.7% |
| 1Y | 0.0% | +25.1% | -25.1% | -19.1% |
| 3Y | +51.2% | +75.8% | -24.6% | -13.6% |
| 5Y | +71.4% | +55.4% | +16.1% | +11.2% |
| All | +71.4% | +54.5% | +16.9% | +11.2% |
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