+52.6%
VXUS vs MTCH
-72.5%
+125.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.4% |
| 7D | -1.9% | -1.4% | -0.5% | -1.7% |
| 30D | -0.7% | +13.6% | -14.4% | -2.9% |
| 3M | +4.9% | +22.4% | -17.5% | +1.1% |
| 6M | +9.7% | +37.2% | -27.5% | +3.5% |
| YTD | +15.0% | +31.8% | -16.8% | +9.1% |
| 1Y | +22.4% | +12.9% | +9.5% | +19.0% |
| 3Y | +72.2% | -1.1% | +73.4% | +67.6% |
| 5Y | +52.6% | -73.5% | +126.1% | +76.8% |
| All | +52.6% | -72.5% | +125.1% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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