+842.6%
ASX vs VXUS
+144.6%
+698.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.8% | +5.8% | +4.5% |
| 7D | -12.3% | +0.8% | -13.0% | -12.3% |
| 30D | -26.0% | -1.9% | -24.1% | -22.7% |
| 3M | -8.1% | -4.4% | -3.7% | 0.0% |
| 6M | +1.4% | -2.0% | +3.4% | +9.2% |
| YTD | +115.6% | +11.1% | +104.4% | +97.0% |
| 1Y | +128.0% | +15.1% | +113.0% | +99.1% |
| 3Y | +371.4% | +70.4% | +301.0% | +151.8% |
| 5Y | +469.4% | +47.2% | +422.2% | +272.5% |
| 10Y | +842.6% | +142.3% | +700.4% | +243.1% |
| All | +842.6% | +144.6% | +698.1% | +243.1% |
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