+52.6%
VXUS vs MKSI
+81.7%
-29.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.8% |
| 7D | -1.9% | +4.9% | -6.8% | -2.9% |
| 30D | -0.7% | -11.0% | +10.2% | +1.3% |
| 3M | +4.9% | -17.1% | +22.0% | +7.3% |
| 6M | +9.7% | +16.4% | -6.8% | +4.4% |
| YTD | +15.0% | +64.3% | -49.3% | +1.8% |
| 1Y | +22.4% | +137.7% | -115.3% | -0.2% |
| 3Y | +72.2% | +189.1% | -116.9% | +27.0% |
| 5Y | +52.6% | +83.1% | -30.5% | +21.9% |
| All | +52.6% | +81.7% | -29.0% | +21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling