+627.7%
GEV vs VXUS
+55.7%
+571.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -0.9% |
| 7D | +3.2% | +0.3% | +2.9% | +2.7% |
| 30D | -4.0% | +0.7% | -4.7% | -4.9% |
| 3M | +3.4% | +4.8% | -1.3% | -2.8% |
| 6M | +14.7% | +11.3% | +3.4% | -2.1% |
| YTD | +45.8% | +16.5% | +29.3% | +15.1% |
| 1Y | +57.4% | +24.3% | +33.1% | +12.5% |
| All | +627.7% | +55.7% | +571.9% | +260.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling