-2.5%
IBM vs VXUS
+28.0%
-30.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | -0.3% | +1.0% | -1.3% | -0.6% |
| 30D | +0.3% | +2.2% | -1.9% | -0.3% |
| 3M | -21.6% | +3.0% | -24.6% | -22.2% |
| 6M | -4.7% | +10.7% | -15.4% | -9.1% |
| YTD | -19.1% | +17.8% | -36.9% | -27.4% |
| 1Y | -2.5% | +27.6% | -30.1% | -15.4% |
| All | -2.5% | +28.0% | -30.5% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling