+957.9%
MU vs VXUS
+46.3%
+911.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | +0.3% |
| 7D | +21.6% | +2.3% | +19.3% | +16.7% |
| 30D | -16.2% | -2.2% | -14.0% | -11.3% |
| 3M | -12.4% | -5.4% | -7.0% | -1.0% |
| 6M | +4.2% | -1.2% | +5.4% | +13.8% |
| YTD | +180.0% | +10.4% | +169.6% | +154.6% |
| 1Y | +226.4% | +11.8% | +214.6% | +191.9% |
| 3Y | +969.7% | +68.4% | +901.3% | +426.7% |
| 5Y | +957.9% | +45.9% | +912.1% | +565.3% |
| All | +957.9% | +46.3% | +911.6% | +565.3% |
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