+146.5%
ASX vs VXUS
+16.4%
+130.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.0% | -5.9% | -8.2% |
| 7D | -14.6% | +0.2% | -14.7% | -14.8% |
| 30D | -21.1% | -2.3% | -18.8% | -16.7% |
| 3M | -3.1% | -2.8% | -0.3% | +3.7% |
| 6M | +17.4% | +2.6% | +14.7% | +18.2% |
| YTD | +135.3% | +12.0% | +123.3% | +107.9% |
| 1Y | +146.5% | +16.5% | +130.0% | +104.0% |
| All | +146.5% | +16.4% | +130.1% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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