+113.6%
C vs VXUS
+48.1%
+65.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.6% | +0.6% |
| 7D | -0.4% | -0.5% | +0.1% | +0.2% |
| 30D | -5.3% | -1.2% | -4.1% | -4.1% |
| 3M | -8.0% | -3.8% | -4.2% | -4.2% |
| 6M | -0.3% | -1.7% | +1.4% | +1.2% |
| YTD | +8.6% | +11.4% | -2.8% | -4.3% |
| 1Y | +25.8% | +13.3% | +12.5% | +8.9% |
| 3Y | +221.2% | +70.0% | +151.2% | +77.7% |
| 5Y | +113.6% | +48.1% | +65.5% | +33.2% |
| All | +113.6% | +48.1% | +65.5% | +33.2% |
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