+27.6%
VXUS vs MSTZ
-29.5%
+57.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.6% |
| 7D | +1.0% | -29.7% | +30.7% | -0.1% |
| 30D | +2.2% | -65.3% | +67.5% | -1.5% |
| 3M | +3.0% | -57.3% | +60.3% | +1.4% |
| 6M | +10.7% | -61.6% | +72.3% | +9.6% |
| YTD | +17.8% | -78.3% | +96.1% | +16.0% |
| 1Y | +27.6% | -30.2% | +57.8% | +33.4% |
| All | +27.6% | -29.5% | +57.0% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1y: compounded portfolio wealth divided by compounded MSTZ 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…
1y analysis · Full analysis span regression · 6 months rolling