+420.4%
FIX vs VXUS
+63.0%
+357.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -3.7% | -7.9% | -5.5% |
| 7D | -27.2% | -3.4% | -23.8% | -23.0% |
| 30D | -46.9% | -5.8% | -41.1% | -41.2% |
| 3M | -44.4% | -6.4% | -38.0% | -37.8% |
| 6M | -50.9% | -2.5% | -48.4% | -48.1% |
| YTD | +3.5% | +7.9% | -4.4% | -5.8% |
| 1Y | -2.1% | +11.5% | -13.6% | -14.8% |
| All | +420.4% | +63.0% | +357.4% | +151.0% |
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