+529.2%
ASX vs VXUS
+48.1%
+481.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.9% | +5.7% | +5.0% |
| 7D | +0.8% | -0.5% | +1.4% | +3.2% |
| 30D | -20.4% | -1.2% | -19.2% | -17.2% |
| 3M | -2.1% | -3.8% | +1.7% | +6.9% |
| 6M | +8.2% | -1.7% | +9.9% | +17.0% |
| YTD | +137.3% | +11.4% | +125.9% | +112.7% |
| 1Y | +155.0% | +13.3% | +141.7% | +122.9% |
| 3Y | +397.9% | +70.0% | +328.0% | +141.5% |
| 5Y | +529.2% | +48.1% | +481.2% | +275.7% |
| All | +529.2% | +48.1% | +481.2% | +275.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling