+1,173.1%
ASX vs VXUS
+156.0%
+1,017.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.7% | -17.1% | -16.4% |
| 7D | -33.3% | -3.4% | -29.9% | -29.8% |
| 30D | -36.5% | -5.8% | -30.6% | -30.9% |
| 3M | -19.2% | -6.4% | -12.8% | -11.1% |
| 6M | -10.2% | -2.5% | -7.7% | -3.7% |
| YTD | +86.5% | +7.9% | +78.6% | +79.5% |
| 1Y | +89.6% | +11.5% | +78.1% | +76.2% |
| 3Y | +298.6% | +63.4% | +235.2% | +149.9% |
| 5Y | +414.3% | +42.9% | +371.3% | +278.7% |
| 10Y | +711.1% | +138.9% | +572.2% | +281.9% |
| All | +1,173.1% | +156.0% | +1,017.1% | +461.7% |
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 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