+3,553.2%
FIX vs VXUS
+146.4%
+3,406.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +9.4% | +2.1% | +7.3% | +6.8% |
| 30D | -27.8% | -1.1% | -26.7% | -26.4% |
| 3M | -35.6% | -5.6% | -29.9% | -30.2% |
| 6M | -45.2% | -2.3% | -43.0% | -42.7% |
| YTD | +19.5% | +10.4% | +9.1% | +8.6% |
| 1Y | +24.2% | +13.1% | +11.2% | +9.9% |
| 3Y | +494.2% | +68.0% | +426.2% | +232.0% |
| 5Y | +1,036.1% | +45.8% | +990.3% | +654.9% |
| All | +3,553.2% | +146.4% | +3,406.8% | +1,278.3% |
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