+107.9%
ASX vs VXUS
+11.6%
+96.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.1% |
| 7D | -19.9% | -1.8% | -18.2% | -15.3% |
| 30D | -30.9% | -4.6% | -26.3% | -21.6% |
| 3M | -15.1% | -6.1% | -9.0% | -0.2% |
| 6M | -6.5% | -4.9% | -1.6% | +10.0% |
| YTD | +98.4% | +8.1% | +90.4% | +94.8% |
| 1Y | +107.9% | +12.1% | +95.8% | +93.3% |
| All | +107.9% | +11.6% | +96.3% | +93.3% |
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