+166.1%
B vs VXUS
+63.2%
+102.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.3% |
| 7D | +9.6% | -1.8% | +11.4% | +12.1% |
| 30D | +3.5% | -4.6% | +8.1% | +10.3% |
| 3M | -1.6% | -6.1% | +4.5% | +7.5% |
| 6M | -1.7% | -4.9% | +3.2% | +6.3% |
| YTD | -5.3% | +8.1% | -13.4% | -11.3% |
| 1Y | +27.2% | +12.1% | +15.1% | +14.5% |
| 3Y | +166.1% | +63.9% | +102.2% | +49.3% |
| All | +166.1% | +63.2% | +102.9% | +49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling