+448.7%
FIX vs VXUS
+63.2%
+385.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.2% |
| 7D | -17.5% | -1.8% | -15.7% | -15.2% |
| 30D | -41.6% | -4.6% | -37.0% | -36.7% |
| 3M | -40.6% | -6.1% | -34.5% | -34.0% |
| 6M | -49.4% | -4.9% | -44.5% | -44.3% |
| YTD | +9.2% | +8.1% | +1.1% | -0.9% |
| 1Y | +6.5% | +12.1% | -5.6% | -8.1% |
| 3Y | +448.7% | +63.9% | +384.9% | +164.1% |
| All | +448.7% | +63.2% | +385.5% | +164.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling