+55.4%
VXUS vs MKC
-33.2%
+88.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | +1.6% | -4.3% | +5.9% | +2.1% |
| 30D | +1.0% | -2.0% | +3.0% | +1.2% |
| 3M | +5.7% | +10.0% | -4.3% | +4.0% |
| 6M | +13.6% | -18.5% | +32.1% | +17.1% |
| YTD | +17.4% | -22.4% | +39.8% | +21.8% |
| 1Y | +25.1% | -23.6% | +48.7% | +30.0% |
| 3Y | +75.8% | -30.4% | +106.3% | +85.2% |
| 5Y | +55.4% | -34.2% | +89.6% | +62.6% |
| All | +55.4% | -33.2% | +88.6% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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