+643.2%
GEV vs VXUS
+56.9%
+586.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.7% |
| 7D | +8.1% | +1.6% | +6.5% | +5.5% |
| 30D | -1.9% | +1.0% | -2.9% | -3.4% |
| 3M | +4.1% | +5.7% | -1.6% | -3.5% |
| 6M | +23.2% | +13.6% | +9.6% | +1.9% |
| YTD | +48.9% | +17.4% | +31.5% | +16.1% |
| 1Y | +62.2% | +25.1% | +37.1% | +14.8% |
| All | +643.2% | +56.9% | +586.3% | +264.1% |
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