+46.6%
EEM vs VXUS
+54.3%
-7.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.3% |
| 7D | +2.0% | +0.3% | +1.7% | +1.7% |
| 30D | +5.1% | +0.7% | +4.4% | +4.4% |
| 3M | +4.6% | +4.8% | -0.2% | -0.1% |
| 6M | +17.8% | +11.3% | +6.4% | +5.9% |
| YTD | +25.8% | +16.5% | +9.3% | +8.2% |
| 1Y | +36.4% | +24.3% | +12.1% | +9.8% |
| 3Y | +90.0% | +74.5% | +15.5% | +8.3% |
| 5Y | +46.6% | +54.3% | -7.8% | -3.7% |
| All | +46.6% | +54.3% | -7.7% | -3.7% |
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