+180.6%
VXUS vs MKSI
+1,037.2%
-856.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.7% | -1.0% |
| 7D | +0.3% | +6.6% | -6.3% | -1.4% |
| 30D | +0.7% | -8.2% | +8.9% | +2.6% |
| 3M | +4.8% | -16.4% | +21.2% | +7.5% |
| 6M | +11.3% | +23.0% | -11.6% | +2.7% |
| YTD | +16.5% | +68.2% | -51.7% | -1.6% |
| 1Y | +24.3% | +148.6% | -124.3% | -6.6% |
| 3Y | +74.5% | +196.0% | -121.5% | +16.0% |
| 5Y | +54.3% | +87.4% | -33.0% | +11.9% |
| 10Y | +150.1% | +523.8% | -373.7% | +1.8% |
| All | +180.6% | +1,037.2% | -856.6% | -18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling