+62.9%
KO vs VXUS
+70.7%
-7.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.4% |
| 7D | -1.1% | -1.9% | +0.8% | -0.9% |
| 30D | +1.6% | -0.7% | +2.3% | +1.6% |
| 3M | +5.8% | +4.9% | +0.8% | +5.1% |
| 6M | +14.3% | +9.7% | +4.6% | +12.3% |
| YTD | +27.3% | +15.0% | +12.3% | +23.9% |
| 1Y | +33.2% | +22.4% | +10.7% | +27.7% |
| All | +62.9% | +70.7% | -7.8% | +39.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling