+858.4%
ASX vs VXUS
+146.3%
+712.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.5% |
| 7D | -0.7% | +1.0% | -1.7% | -2.1% |
| 30D | +2.0% | +2.2% | -0.2% | -1.0% |
| 3M | -1.3% | +3.0% | -4.3% | -3.1% |
| 6M | +71.4% | +10.7% | +60.8% | +53.5% |
| YTD | +135.3% | +17.8% | +117.5% | +94.3% |
| 1Y | +267.5% | +27.6% | +239.9% | +174.1% |
| 3Y | +388.5% | +73.3% | +315.2% | +149.4% |
| 5Y | +417.1% | +54.3% | +362.8% | +210.8% |
| All | +858.4% | +146.3% | +712.1% | +238.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling