+5,892.0%
FIX vs VXUS
+148.5%
+5,743.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.3% |
| 7D | +6.0% | +1.0% | +5.0% | +4.7% |
| 30D | -7.2% | +2.2% | -9.4% | -9.7% |
| 3M | -15.9% | +3.0% | -18.8% | -18.0% |
| 6M | +12.7% | +10.7% | +2.1% | +1.1% |
| YTD | +72.8% | +17.8% | +54.9% | +43.9% |
| 1Y | +122.9% | +27.6% | +95.3% | +69.7% |
| 3Y | +774.3% | +73.3% | +701.0% | +370.1% |
| 5Y | +2,049.5% | +54.3% | +1,995.1% | +1,229.4% |
| All | +5,892.0% | +148.5% | +5,743.5% | +2,217.8% |
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