+193.4%
B vs VXUS
+145.9%
+47.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.2% |
| 7D | +2.3% | +1.6% | +0.7% | +1.2% |
| 30D | +1.4% | +1.0% | +0.4% | +0.8% |
| 3M | +12.2% | +5.7% | +6.5% | +8.4% |
| 6M | -2.1% | +13.6% | -15.7% | -9.3% |
| YTD | +2.9% | +17.4% | -14.5% | -6.2% |
| 1Y | +55.3% | +25.1% | +30.2% | +36.5% |
| 3Y | +198.7% | +75.8% | +122.9% | +116.8% |
| 5Y | +153.8% | +55.4% | +98.4% | +92.4% |
| 10Y | +193.4% | +146.4% | +47.0% | +48.1% |
| All | +193.4% | +145.9% | +47.5% | +48.1% |
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