+37.7%
IGV vs VXUS
+69.4%
-31.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.6% |
| 7D | -2.3% | +0.5% | -2.8% | -2.6% |
| 30D | -11.0% | -2.5% | -8.4% | -9.1% |
| 3M | -4.5% | -4.6% | +0.2% | -0.9% |
| 6M | +10.1% | -2.6% | +12.7% | +12.0% |
| YTD | -5.1% | +10.4% | -15.4% | -15.1% |
| 1Y | -10.2% | +12.9% | -23.1% | -21.6% |
| 3Y | +37.7% | +68.4% | -30.6% | -19.1% |
| All | +37.7% | +69.4% | -31.7% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling