+25.9%
B vs VXUS
+179.6%
-153.7%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.5% |
| 7D | -1.6% | +1.0% | -2.6% | -2.2% |
| 30D | +9.4% | +2.2% | +7.2% | +8.1% |
| 3M | +5.0% | +3.0% | +2.0% | +3.6% |
| 6M | -3.5% | +10.7% | -14.2% | -8.5% |
| YTD | +4.5% | +17.8% | -13.4% | -4.2% |
| 1Y | +67.8% | +27.6% | +40.2% | +47.4% |
| 3Y | +196.7% | +73.3% | +123.4% | +121.3% |
| 5Y | +151.9% | +54.3% | +97.6% | +97.4% |
| 10Y | +202.2% | +149.8% | +52.3% | +80.7% |
| All | +25.9% | +179.6% | -153.7% | -31.1% |
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 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