+7.1%
EXUS vs VT
+29.3%
-22.2%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +0.4% |
| 7D | 0.0% | -0.3% | +0.3% | +0.4% |
| 30D | -6.1% | -1.4% | -4.7% | -4.4% |
| 3M | -6.4% | -1.4% | -5.0% | -4.7% |
| 6M | +0.5% | +5.5% | -5.0% | -5.7% |
| YTD | +2.7% | +12.8% | -10.2% | -10.4% |
| 1Y | +3.2% | +15.4% | -12.2% | -11.8% |
| All | +7.1% | +29.3% | -22.2% | -20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling