+13.8%
FIX vs VXUS
+13.3%
+0.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | +0.6% |
| 7D | -13.9% | +0.5% | -14.4% | -14.7% |
| 30D | -35.5% | -2.5% | -33.0% | -31.9% |
| 3M | -33.9% | -4.6% | -29.3% | -27.4% |
| 6M | -43.3% | -2.6% | -40.7% | -39.5% |
| YTD | +18.7% | +10.4% | +8.3% | -8.6% |
| 1Y | +13.8% | +12.9% | +0.9% | -17.7% |
| All | +13.8% | +13.3% | +0.4% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling