+38.3%
IEMG vs VXUS
+28.0%
+10.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.0% |
| 7D | +2.2% | +1.0% | +1.2% | +0.9% |
| 30D | +4.6% | +2.2% | +2.4% | +1.7% |
| 3M | +0.4% | +3.0% | -2.6% | -3.0% |
| 6M | +16.4% | +10.7% | +5.7% | +3.3% |
| YTD | +25.4% | +17.8% | +7.6% | +3.7% |
| 1Y | +38.3% | +27.6% | +10.7% | +5.5% |
| All | +38.3% | +28.0% | +10.3% | +5.5% |
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