+147.3%
VXUS vs MKTX
+5.0%
+142.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -1.4% | -0.2% | -1.2% | -1.4% |
| 30D | -0.5% | +0.7% | -1.2% | -0.6% |
| 3M | +2.6% | +40.8% | -38.2% | -3.2% |
| 6M | +10.9% | -8.0% | +18.9% | +11.7% |
| YTD | +16.1% | -8.7% | +24.9% | +17.0% |
| 1Y | +22.3% | -11.8% | +34.1% | +23.7% |
| 3Y | +72.0% | -24.0% | +96.0% | +74.6% |
| 5Y | +54.1% | -60.3% | +114.5% | +72.4% |
| All | +147.3% | +5.0% | +142.2% | +144.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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