+847.8%
MU vs VXUS
+42.8%
+805.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +4.8% |
| 7D | -22.0% | -1.8% | -20.3% | -18.7% |
| 30D | -36.6% | -4.6% | -32.0% | -29.8% |
| 3M | -21.7% | -6.1% | -15.6% | -10.4% |
| 6M | +3.5% | -4.9% | +8.4% | +21.4% |
| YTD | +141.9% | +8.1% | +133.9% | +128.7% |
| 1Y | +189.8% | +12.1% | +177.8% | +158.9% |
| 3Y | +855.4% | +63.9% | +791.5% | +392.5% |
| All | +847.8% | +42.8% | +805.1% | +526.9% |
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