+40.6%
ICE vs VXUS
+54.5%
-13.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.0% |
| 7D | -1.2% | +1.6% | -2.7% | -1.9% |
| 30D | +5.0% | +1.0% | +4.0% | +4.4% |
| 3M | +13.9% | +5.7% | +8.2% | +10.2% |
| 6M | -4.4% | +13.6% | -18.0% | -11.9% |
| YTD | -1.9% | +17.4% | -19.3% | -11.8% |
| 1Y | -8.1% | +25.1% | -33.2% | -20.8% |
| 3Y | +42.5% | +75.8% | -33.3% | -3.8% |
| 5Y | +40.6% | +55.4% | -14.7% | +0.1% |
| All | +40.6% | +54.5% | -13.9% | +0.1% |
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 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