+42.7%
VXUS vs MSI
+118.7%
-76.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | -1.8% | +4.7% | -6.4% | -2.9% |
| 30D | -4.6% | +14.8% | -19.3% | -7.9% |
| 3M | -6.1% | +8.8% | -14.9% | -8.2% |
| 6M | -4.9% | +19.3% | -24.2% | -9.7% |
| YTD | +8.1% | +35.3% | -27.3% | -1.5% |
| 1Y | +12.1% | +33.8% | -21.7% | +2.5% |
| 3Y | +63.9% | +74.4% | -10.6% | +32.6% |
| All | +42.7% | +118.7% | -76.0% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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