+2.8%
EXUS vs VT
+24.3%
-21.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.2% |
| 7D | -1.3% | -2.3% | +1.0% | +1.5% |
| 30D | -8.6% | -5.0% | -3.7% | -2.7% |
| 3M | -10.3% | -4.9% | -5.4% | -4.6% |
| 6M | -7.9% | -1.5% | -6.3% | -6.0% |
| YTD | -1.5% | +8.5% | -9.9% | -9.7% |
| 1Y | -0.6% | +11.4% | -12.0% | -11.2% |
| All | +2.8% | +24.3% | -21.5% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling