+887.2%
ASX vs VXUS
+140.9%
+746.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +3.9% | +4.2% |
| 7D | -9.1% | +0.5% | -9.6% | -8.8% |
| 30D | -23.6% | -2.5% | -21.0% | -19.4% |
| 3M | -5.6% | -4.6% | -1.0% | +3.1% |
| 6M | +4.7% | -2.6% | +7.3% | +13.8% |
| YTD | +122.6% | +10.4% | +112.2% | +105.4% |
| 1Y | +133.0% | +12.9% | +120.1% | +108.9% |
| 3Y | +367.1% | +68.4% | +298.7% | +153.5% |
| 5Y | +504.7% | +47.7% | +457.1% | +294.5% |
| 10Y | +887.2% | +142.2% | +745.0% | +259.6% |
| All | +887.2% | +140.9% | +746.3% | +259.6% |
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