+138.0%
B vs VXUS
+42.8%
+95.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +9.6% | -1.8% | +11.4% | +11.6% |
| 30D | +3.5% | -4.6% | +8.1% | +8.8% |
| 3M | -1.6% | -6.1% | +4.5% | +5.5% |
| 6M | -1.7% | -4.9% | +3.2% | +4.6% |
| YTD | -5.3% | +8.1% | -13.4% | -9.6% |
| 1Y | +27.2% | +12.1% | +15.1% | +17.8% |
| 3Y | +166.1% | +63.9% | +102.2% | +83.1% |
| All | +138.0% | +42.8% | +95.2% | +59.0% |
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