+985.8%
ASX vs VXUS
+146.4%
+839.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +12.4% | +2.1% | +10.3% | +9.3% |
| 30D | -19.8% | -1.1% | -18.7% | -17.1% |
| 3M | -10.3% | -5.6% | -4.7% | -0.5% |
| 6M | +1.2% | -2.3% | +3.5% | +9.5% |
| YTD | +123.0% | +10.4% | +112.7% | +106.1% |
| 1Y | +145.4% | +13.1% | +132.4% | +119.8% |
| 3Y | +368.6% | +68.0% | +300.6% | +155.7% |
| 5Y | +486.0% | +45.8% | +440.2% | +288.9% |
| All | +985.8% | +146.4% | +839.4% | +318.7% |
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