+1,254.9%
ASX vs VXUS
+156.4%
+1,098.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.2% |
| 7D | -19.9% | -1.8% | -18.2% | -17.5% |
| 30D | -30.9% | -4.6% | -26.3% | -26.0% |
| 3M | -15.1% | -6.1% | -9.0% | -7.0% |
| 6M | -6.5% | -4.9% | -1.6% | +3.2% |
| YTD | +98.4% | +8.1% | +90.4% | +90.7% |
| 1Y | +107.9% | +12.1% | +95.8% | +91.9% |
| 3Y | +325.3% | +63.9% | +261.4% | +165.9% |
| 5Y | +447.3% | +43.1% | +404.2% | +302.4% |
| 10Y | +763.2% | +139.2% | +624.0% | +305.7% |
| All | +1,254.9% | +156.4% | +1,098.5% | +496.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling