+194.2%
JNJ vs VXUS
+151.9%
+42.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | -3.0% | +0.3% | -3.2% | -3.1% |
| 30D | +2.5% | +0.7% | +1.8% | +2.2% |
| 3M | +13.2% | +4.8% | +8.5% | +10.8% |
| 6M | +11.3% | +11.3% | -0.1% | +5.8% |
| YTD | +31.1% | +16.5% | +14.6% | +22.1% |
| 1Y | +54.3% | +24.3% | +30.1% | +39.7% |
| 3Y | +81.1% | +74.5% | +6.7% | +39.6% |
| 5Y | +82.7% | +54.3% | +28.4% | +48.9% |
| All | +194.2% | +151.9% | +42.3% | +86.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling