+68.2%
IVV vs VXUS
+42.8%
+25.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | -2.7% | -1.8% | -0.9% | -1.2% |
| 30D | -5.4% | -4.6% | -0.8% | -1.6% |
| 3M | -4.1% | -6.1% | +2.0% | +1.1% |
| 6M | +0.7% | -4.9% | +5.6% | +4.7% |
| YTD | +8.7% | +8.1% | +0.7% | +0.6% |
| 1Y | +11.0% | +12.1% | -1.1% | -0.7% |
| 3Y | +75.4% | +63.9% | +11.6% | +10.4% |
| All | +68.2% | +42.8% | +25.4% | +21.3% |
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