+108.4%
B vs VXUS
+46.3%
+62.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.1% |
| 7D | -6.2% | +2.3% | -8.5% | -8.3% |
| 30D | -6.6% | -2.2% | -4.4% | -4.2% |
| 3M | -7.9% | -5.4% | -2.5% | -2.0% |
| 6M | -16.8% | -1.2% | -15.6% | -14.7% |
| YTD | -11.7% | +10.4% | -22.0% | -17.5% |
| 1Y | +3.5% | +11.8% | -8.4% | -4.4% |
| 3Y | +165.7% | +68.4% | +97.3% | +77.7% |
| 5Y | +108.4% | +45.9% | +62.6% | +37.1% |
| All | +108.4% | +46.3% | +62.1% | +37.1% |
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 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