+147.3%
VXUS vs MKSI
+524.1%
-376.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.5% |
| 7D | -1.4% | +2.7% | -4.1% | -2.0% |
| 30D | -0.5% | -12.8% | +12.3% | +2.4% |
| 3M | +2.6% | -22.5% | +25.1% | +6.9% |
| 6M | +10.9% | +19.4% | -8.5% | +4.1% |
| YTD | +16.1% | +67.7% | -51.6% | +0.3% |
| 1Y | +22.3% | +131.4% | -109.1% | -3.0% |
| 3Y | +72.0% | +197.3% | -125.3% | +20.5% |
| 5Y | +54.1% | +87.0% | -32.8% | +16.9% |
| All | +147.3% | +524.1% | -376.8% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 10y: compounded portfolio wealth divided by compounded MKSI 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…
10y analysis · Full analysis span regression · 6 months rolling