+185.9%
GLD vs VXUS
+156.4%
+29.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +4.7% | -1.8% | +6.5% | +5.0% |
| 30D | -0.9% | -4.6% | +3.7% | 0.0% |
| 3M | -4.4% | -6.1% | +1.7% | -3.2% |
| 6M | -13.6% | -4.9% | -8.7% | -12.7% |
| YTD | -6.0% | +8.1% | -14.1% | -6.9% |
| 1Y | +1.8% | +12.1% | -10.3% | +0.2% |
| 3Y | +103.2% | +63.9% | +39.3% | +89.9% |
| 5Y | +119.3% | +43.1% | +76.2% | +106.8% |
| 10Y | +199.5% | +139.2% | +60.3% | +167.2% |
| All | +185.9% | +156.4% | +29.5% | +146.4% |
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