+54.4%
VXUS vs MAS
+32.0%
+22.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | 0.0% |
| 7D | +1.0% | -0.8% | +1.8% | +1.2% |
| 30D | +2.2% | -5.6% | +7.8% | +3.7% |
| 3M | +3.0% | +4.4% | -1.5% | +1.0% |
| 6M | +10.7% | +7.2% | +3.5% | +7.3% |
| YTD | +17.8% | +16.1% | +1.7% | +11.2% |
| 1Y | +27.6% | +0.1% | +27.5% | +25.4% |
| 3Y | +73.3% | +28.3% | +45.0% | +54.3% |
| All | +54.4% | +32.0% | +22.4% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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