+22.0%
IGV vs VXUS
+54.5%
-32.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.4% |
| 7D | -3.3% | +1.6% | -4.9% | -4.8% |
| 30D | 0.0% | +1.0% | -1.0% | -1.1% |
| 3M | +7.3% | +5.7% | +1.7% | +1.0% |
| 6M | +16.7% | +13.6% | +3.1% | +0.6% |
| YTD | -2.8% | +17.4% | -20.3% | -19.8% |
| 1Y | -6.7% | +25.1% | -31.7% | -28.4% |
| 3Y | +41.1% | +75.8% | -34.7% | -28.2% |
| 5Y | +22.0% | +55.4% | -33.4% | -27.2% |
| All | +22.0% | +54.5% | -32.5% | -27.2% |
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