+822.3%
IGV vs VXUS
+179.6%
+642.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.7% |
| 7D | -4.5% | +1.0% | -5.5% | -5.4% |
| 30D | +3.2% | +2.2% | +1.0% | +1.1% |
| 3M | +4.5% | +3.0% | +1.6% | +1.3% |
| 6M | +22.1% | +10.7% | +11.5% | +9.6% |
| YTD | -1.0% | +17.8% | -18.9% | -16.7% |
| 1Y | -2.1% | +27.6% | -29.7% | -23.6% |
| 3Y | +44.6% | +73.3% | -28.7% | -16.1% |
| 5Y | +22.2% | +54.3% | -32.2% | -20.0% |
| 10Y | +364.7% | +149.8% | +214.9% | +97.9% |
| All | +822.3% | +179.6% | +642.7% | +247.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling