+514.9%
GEV vs VXUS
+47.5%
+467.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.8% |
| 7D | +3.7% | +2.1% | +1.6% | +0.5% |
| 30D | -14.7% | -1.1% | -13.5% | -13.0% |
| 3M | -23.4% | -5.6% | -17.8% | -15.9% |
| 6M | -24.3% | -2.3% | -22.1% | -20.7% |
| YTD | +23.2% | +10.4% | +12.8% | +6.1% |
| 1Y | +44.2% | +13.1% | +31.2% | +20.0% |
| All | +514.9% | +47.5% | +467.4% | +232.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling