+193.4%
JNJ vs VXUS
+148.6%
+44.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | -4.3% | -1.9% | -2.4% | -3.6% |
| 30D | +3.0% | -0.7% | +3.8% | +3.3% |
| 3M | +12.2% | +4.9% | +7.3% | +9.7% |
| 6M | +10.5% | +9.7% | +0.8% | +5.7% |
| YTD | +30.8% | +15.0% | +15.8% | +22.4% |
| 1Y | +54.9% | +22.4% | +32.5% | +41.1% |
| 3Y | +80.7% | +72.2% | +8.4% | +39.9% |
| 5Y | +83.4% | +52.6% | +30.8% | +50.1% |
| All | +193.4% | +148.6% | +44.7% | +87.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling