+19.0%
EWZ vs VXUS
+63.2%
-44.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.5% | +0.6% |
| 7D | -1.5% | -1.8% | +0.3% | +0.1% |
| 30D | -24.5% | -4.6% | -20.0% | -21.2% |
| 3M | -10.7% | -6.1% | -4.6% | -5.4% |
| 6M | -19.1% | -4.9% | -14.2% | -15.6% |
| YTD | +1.6% | +8.1% | -6.4% | -6.7% |
| 1Y | +4.3% | +12.1% | -7.8% | -7.5% |
| 3Y | +19.0% | +63.9% | -44.9% | -29.5% |
| All | +19.0% | +63.2% | -44.3% | -29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling