+3,800.0%
FIX vs VXUS
+144.6%
+3,655.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.8% | +6.6% | +5.7% |
| 7D | -7.2% | +0.8% | -8.0% | -8.1% |
| 30D | -35.1% | -1.9% | -33.2% | -33.2% |
| 3M | -34.3% | -4.4% | -29.9% | -30.0% |
| 6M | -42.9% | -2.0% | -41.0% | -40.5% |
| YTD | +19.5% | +11.1% | +8.3% | +7.5% |
| 1Y | +16.8% | +15.1% | +1.7% | +1.1% |
| 3Y | +506.7% | +70.4% | +436.3% | +233.4% |
| 5Y | +1,046.7% | +47.2% | +999.5% | +653.1% |
| 10Y | +3,800.0% | +142.3% | +3,657.7% | +1,461.7% |
| All | +3,800.0% | +144.6% | +3,655.4% | +1,461.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling